+77.6%
OXY vs MSCI
+4.7%
+73.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.2% |
| 7D | -8.2% | +1.5% | -9.6% | -8.5% |
| 30D | -7.2% | +14.4% | -21.6% | -9.4% |
| 3M | +0.2% | +15.2% | -15.0% | -2.4% |
| 6M | +6.1% | +11.2% | -5.1% | +3.5% |
| YTD | +37.5% | +13.9% | +23.6% | +32.9% |
| 1Y | +37.7% | +12.5% | +25.2% | +33.3% |
| 3Y | -2.8% | +32.3% | -35.0% | -10.9% |
| 5Y | +77.6% | +4.9% | +72.8% | +75.3% |
| All | +77.6% | +4.7% | +73.0% | +75.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling