+97.5%
OXY vs PAAS
+48.6%
+48.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | +4.2% | -8.9% | +13.1% | +5.4% |
| 30D | -4.3% | -11.4% | +7.1% | -3.1% |
| 3M | +2.3% | -20.4% | +22.7% | +4.9% |
| 6M | +5.5% | -40.7% | +46.2% | +12.5% |
| YTD | +44.9% | -26.9% | +71.8% | +46.4% |
| 1Y | +42.6% | -3.1% | +45.7% | +35.5% |
| 3Y | +0.7% | +199.3% | -198.5% | -30.8% |
| All | +97.5% | +48.6% | +48.9% | +79.5% |
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