+160.6%
OXY vs PAAS
+117.9%
+42.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.1% |
| 7D | -0.5% | +2.0% | -2.5% | -0.8% |
| 30D | +8.5% | -0.1% | +8.6% | +8.3% |
| 3M | +6.0% | +8.2% | -2.2% | +4.2% |
| 6M | +13.0% | -13.8% | +26.8% | +13.9% |
| YTD | +48.9% | -0.6% | +49.5% | +44.9% |
| 1Y | +36.4% | +44.0% | -7.6% | +22.0% |
| 3Y | -2.3% | +246.6% | -248.9% | -32.3% |
| 5Y | +160.6% | +116.1% | +44.6% | +113.1% |
| All | +160.6% | +117.9% | +42.7% | +113.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling