+25.0%
OXY vs PBF
+317.1%
-292.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.3% | -2.3% | -0.2% |
| 7D | -0.5% | +2.4% | -2.9% | -1.4% |
| 30D | +8.5% | +24.9% | -16.4% | -1.1% |
| 3M | +6.0% | +81.9% | -75.9% | -17.9% |
| 6M | +13.0% | +79.4% | -66.4% | -13.2% |
| YTD | +48.9% | +188.3% | -139.4% | -6.5% |
| 1Y | +36.4% | +177.3% | -140.8% | -14.9% |
| 3Y | -2.3% | +56.0% | -58.3% | -28.9% |
| 5Y | +160.6% | +804.0% | -643.4% | -15.7% |
| 10Y | +2.0% | +334.1% | -332.1% | -64.9% |
| All | +25.0% | +317.1% | -292.1% | -58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded PBF 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling