+45.9%
OXY vs MSCI
+17.3%
+28.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +5.4% | -10.5% | -4.5% |
| 7D | -8.8% | +11.5% | -20.3% | -7.8% |
| 30D | -1.7% | +22.1% | -23.8% | 0.0% |
| 3M | +4.5% | +18.4% | -13.9% | +6.1% |
| 6M | -4.0% | +16.6% | -20.6% | -2.4% |
| YTD | +41.4% | +18.8% | +22.5% | +41.8% |
| 1Y | +45.9% | +19.0% | +26.9% | +46.4% |
| All | +45.9% | +17.3% | +28.6% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MSCI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling