+21.5%
OXY vs MSTZ
-99.2%
+120.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.2% | -7.2% | +1.2% |
| 7D | -0.5% | -25.4% | +24.9% | -1.1% |
| 30D | +8.5% | -60.9% | +69.4% | +6.3% |
| 3M | +6.0% | -54.2% | +60.2% | +5.3% |
| 6M | +13.0% | -65.0% | +78.0% | +11.4% |
| YTD | +48.9% | -76.5% | +125.4% | +47.4% |
| 1Y | +36.4% | -23.4% | +59.8% | +44.7% |
| All | +21.5% | -99.2% | +120.7% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MSTZ 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling