+6.4%
OXY vs O
+54.0%
-47.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | +2.8% | -2.9% | +5.7% | +4.4% |
| 30D | +5.5% | -4.5% | +10.0% | +8.1% |
| 3M | +11.3% | -2.6% | +14.0% | +12.7% |
| 6M | +11.6% | -5.6% | +17.2% | +14.3% |
| YTD | +51.6% | +9.3% | +42.3% | +42.9% |
| 1Y | +36.2% | +4.3% | +31.9% | +31.8% |
| 3Y | +1.7% | +27.4% | -25.7% | -14.2% |
| 5Y | +164.5% | +17.1% | +147.4% | +131.1% |
| All | +6.4% | +54.0% | -47.6% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling