+31.5%
OXY vs MSFU
-18.4%
+49.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.2% | -1.1% |
| 7D | +1.6% | -5.7% | +7.3% | +1.4% |
| 30D | +11.6% | +4.2% | +7.4% | +11.8% |
| 3M | +2.8% | +27.9% | -25.1% | +4.6% |
| 6M | +13.0% | +37.1% | -24.1% | +16.6% |
| YTD | +47.4% | -7.4% | +54.8% | +48.3% |
| 1Y | +31.5% | -19.6% | +51.1% | +32.3% |
| All | +31.5% | -18.4% | +49.9% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling