+17.3%
OXY vs MSCI
+811.9%
-794.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.1% |
| 7D | +4.2% | +3.0% | +1.2% | +3.1% |
| 30D | -4.3% | +17.8% | -22.1% | -10.0% |
| 3M | +2.3% | +15.2% | -12.9% | -3.2% |
| 6M | +5.5% | +16.5% | -10.9% | -1.5% |
| YTD | +44.9% | +16.4% | +28.5% | +33.9% |
| 1Y | +42.6% | +16.8% | +25.8% | +31.6% |
| 3Y | +0.7% | +35.8% | -35.0% | -15.7% |
| 5Y | +96.9% | +7.0% | +89.9% | +76.5% |
| All | +17.3% | +811.9% | -794.5% | -50.9% |
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