+30.5%
OXY vs PLTU
+140.2%
-109.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.1% |
| 7D | +0.6% | -0.8% | +1.4% | +0.6% |
| 30D | +4.5% | -8.8% | +13.3% | +4.7% |
| 3M | +8.9% | +41.7% | -32.8% | +7.2% |
| 6M | +12.5% | -9.3% | +21.7% | +12.1% |
| YTD | +50.5% | -35.2% | +85.7% | +51.3% |
| 1Y | +38.6% | -29.5% | +68.1% | +37.2% |
| All | +30.5% | +140.2% | -109.7% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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