+162.0%
OXY vs PINS
-66.2%
+228.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -3.0% | -0.4% |
| 7D | +0.9% | -9.9% | +10.8% | +1.7% |
| 30D | +3.6% | -20.9% | +24.5% | +5.4% |
| 3M | +7.1% | -13.7% | +20.8% | +8.0% |
| 6M | +15.7% | -3.0% | +18.7% | +15.1% |
| YTD | +50.1% | -27.5% | +77.6% | +53.2% |
| 1Y | +34.1% | -46.8% | +80.9% | +40.7% |
| 3Y | -1.5% | -31.8% | +30.4% | -1.1% |
| 5Y | +162.0% | -65.4% | +227.4% | +159.2% |
| All | +162.0% | -66.2% | +228.1% | +159.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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