+73.6%
OXY vs MUB
+76.5%
-2.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | +4.2% | -1.3% | +5.5% | +4.7% |
| 30D | -4.3% | +2.2% | -6.5% | -5.1% |
| 3M | +2.3% | -1.6% | +3.9% | +2.8% |
| 6M | +5.5% | -1.3% | +6.8% | +5.9% |
| YTD | +44.9% | -0.7% | +45.5% | +44.9% |
| 1Y | +42.6% | -0.2% | +42.8% | +42.3% |
| 3Y | +0.7% | +9.6% | -8.9% | -3.6% |
| 5Y | +96.9% | +2.6% | +94.3% | +93.8% |
| 10Y | +18.8% | +21.5% | -2.7% | +9.7% |
| All | +73.6% | +76.5% | -2.9% | +17.9% |
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