+5.7%
OXY vs PAAS
+247.1%
-241.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.7% | -2.7% | +0.5% |
| 7D | +0.6% | +2.6% | -2.0% | +0.3% |
| 30D | +4.5% | +2.5% | +2.0% | +3.9% |
| 3M | +8.9% | +15.1% | -6.2% | +6.0% |
| 6M | +12.5% | -12.1% | +24.5% | +12.8% |
| YTD | +50.5% | +3.1% | +47.4% | +46.2% |
| 1Y | +38.6% | +50.8% | -12.2% | +25.4% |
| 3Y | -1.2% | +259.5% | -260.7% | -25.7% |
| 5Y | +161.6% | +126.3% | +35.3% | +108.3% |
| All | +5.7% | +247.1% | -241.5% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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