+140.9%
OXY vs PL
+46.6%
+94.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +14.5% | -15.6% | -1.8% |
| 7D | -8.2% | +10.9% | -19.0% | -8.7% |
| 30D | -7.2% | -16.4% | +9.1% | -6.6% |
| 3M | +0.2% | -39.9% | +40.1% | +2.5% |
| 6M | +6.1% | -63.2% | +69.3% | +10.8% |
| YTD | +37.5% | -27.1% | +64.6% | +35.9% |
| 1Y | +37.7% | +12.2% | +25.5% | +31.5% |
| 3Y | -2.8% | +584.3% | -587.0% | -25.1% |
| 5Y | +77.6% | +37.0% | +40.7% | +50.0% |
| All | +140.9% | +46.6% | +94.3% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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