+0.1%
OXY vs PL
+540.6%
-540.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.1% | +5.1% | +2.1% |
| 7D | +3.6% | +22.3% | -18.6% | +3.0% |
| 30D | -5.3% | -8.3% | +3.0% | -5.1% |
| 3M | +0.2% | -43.3% | +43.5% | +1.6% |
| 6M | +4.7% | -65.8% | +70.6% | +7.5% |
| YTD | +44.0% | -29.5% | +73.5% | +42.6% |
| 1Y | +42.1% | +11.7% | +30.3% | +37.5% |
| All | +0.1% | +540.6% | -540.4% | -16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling