+5.3%
OXY vs MSCI
+615.8%
-610.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +0.9% |
| 7D | +0.6% | -1.1% | +1.7% | +1.0% |
| 30D | +4.5% | -1.2% | +5.7% | +4.8% |
| 3M | +8.9% | -8.4% | +17.3% | +11.3% |
| 6M | +12.5% | -1.0% | +13.5% | +11.3% |
| YTD | +50.5% | -2.3% | +52.7% | +48.4% |
| 1Y | +38.6% | -1.2% | +39.8% | +35.3% |
| 3Y | -1.2% | +7.9% | -9.2% | -9.8% |
| 5Y | +161.6% | -10.1% | +171.7% | +148.8% |
| 10Y | +5.3% | +631.0% | -625.7% | -55.4% |
| All | +5.3% | +615.8% | -610.5% | -55.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling