+76.6%
OXY vs MUB
+76.3%
+0.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -1.0% |
| 7D | +1.6% | -0.9% | +2.4% | +1.9% |
| 30D | +11.6% | -1.4% | +13.0% | +12.1% |
| 3M | +2.8% | -2.2% | +5.0% | +3.6% |
| 6M | +13.0% | -1.9% | +14.9% | +13.7% |
| YTD | +47.4% | -0.8% | +48.2% | +47.5% |
| 1Y | +31.5% | +2.7% | +28.7% | +29.6% |
| 3Y | -1.9% | +8.6% | -10.5% | -5.7% |
| 5Y | +148.0% | +2.0% | +145.9% | +144.7% |
| 10Y | +2.3% | +17.9% | -15.7% | -4.7% |
| All | +76.6% | +76.3% | +0.3% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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