+147.9%
OXY vs OMC
+30.5%
+117.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.6% |
| 7D | +2.8% | -4.4% | +7.2% | +4.0% |
| 30D | +5.5% | -7.6% | +13.1% | +7.5% |
| 3M | +11.3% | +4.5% | +6.8% | +8.8% |
| 6M | +11.6% | -0.3% | +11.9% | +10.3% |
| YTD | +51.6% | -0.1% | +51.7% | +48.6% |
| 1Y | +36.2% | +4.6% | +31.6% | +31.1% |
| 3Y | +1.7% | +10.5% | -8.8% | -6.5% |
| All | +147.9% | +30.5% | +117.4% | +80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 5y: compounded portfolio wealth divided by compounded OMC 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…
5y analysis · Full analysis span regression · 6 months rolling