+0.7%
OXY vs O
+39.0%
-38.3%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | +4.2% | -0.4% | +4.6% | +4.3% |
| 30D | -4.3% | +7.1% | -11.5% | -5.8% |
| 3M | +2.3% | -5.2% | +7.5% | +3.5% |
| 6M | +5.5% | -1.8% | +7.3% | +5.7% |
| YTD | +44.9% | +9.1% | +35.8% | +40.3% |
| 1Y | +42.6% | +9.7% | +32.9% | +38.0% |
| 3Y | +0.7% | +39.1% | -38.4% | -7.2% |
| All | +0.7% | +39.0% | -38.3% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling