+6.4%
OXY vs PSA
+102.6%
-96.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.2% | +0.3% |
| 7D | +2.8% | -1.8% | +4.7% | +3.3% |
| 30D | +5.5% | -8.4% | +13.8% | +7.7% |
| 3M | +11.3% | -7.8% | +19.1% | +13.3% |
| 6M | +11.6% | +0.8% | +10.8% | +10.2% |
| YTD | +51.6% | +16.5% | +35.1% | +43.3% |
| 1Y | +36.2% | +4.7% | +31.5% | +32.8% |
| 3Y | +1.7% | +21.1% | -19.3% | -6.5% |
| 5Y | +164.5% | +14.2% | +150.3% | +144.6% |
| All | +6.4% | +102.6% | -96.2% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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