+15.7%
OXY vs MSCI
+809.1%
-793.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.4% |
| 7D | -0.2% | -1.9% | +1.7% | +0.5% |
| 30D | -6.4% | +16.5% | -22.8% | -11.5% |
| 3M | -2.6% | +18.2% | -20.8% | -8.6% |
| 6M | +4.8% | +14.0% | -9.2% | -1.4% |
| YTD | +41.2% | +16.6% | +24.6% | +30.4% |
| 1Y | +39.5% | +14.8% | +24.7% | +29.6% |
| 3Y | -0.8% | +33.3% | -34.1% | -16.3% |
| 5Y | +91.6% | +9.1% | +82.5% | +70.1% |
| 10Y | +15.7% | +820.4% | -804.6% | -51.5% |
| All | +15.7% | +809.1% | -793.4% | -51.5% |
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