+46.5%
OXY vs MSCI
+3,122.5%
-3,076.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.4% |
| 7D | -8.2% | +1.5% | -9.6% | -8.9% |
| 30D | -7.2% | +14.4% | -21.6% | -12.6% |
| 3M | +0.2% | +15.2% | -15.0% | -6.0% |
| 6M | +6.1% | +11.2% | -5.1% | -0.2% |
| YTD | +37.5% | +13.9% | +23.6% | +26.6% |
| 1Y | +37.7% | +12.5% | +25.2% | +27.3% |
| 3Y | -2.8% | +32.3% | -35.0% | -19.3% |
| 5Y | +77.6% | +4.9% | +72.8% | +56.1% |
| 10Y | +9.5% | +779.7% | -770.2% | -64.7% |
| All | +46.5% | +3,122.5% | -3,076.0% | -78.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling