-0.2%
OXY vs MSFU
+70.7%
-70.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.1% |
| 7D | +0.6% | -2.3% | +3.0% | +0.8% |
| 30D | +4.5% | -6.3% | +10.8% | +4.9% |
| 3M | +8.9% | +40.0% | -31.0% | +5.6% |
| 6M | +12.5% | +30.1% | -17.6% | +9.4% |
| YTD | +50.5% | -10.3% | +60.8% | +52.3% |
| 1Y | +38.6% | -19.0% | +57.6% | +41.8% |
| 3Y | -1.2% | +25.8% | -27.0% | -11.0% |
| All | -0.2% | +70.7% | -70.9% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling