+36.2%
OXY vs PSA
+6.8%
+29.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.2% | +0.6% |
| 7D | +2.8% | -1.8% | +4.7% | +2.5% |
| 30D | +5.5% | -8.4% | +13.8% | +4.0% |
| 3M | +11.3% | -7.8% | +19.1% | +9.9% |
| 6M | +11.6% | +0.8% | +10.8% | +13.2% |
| YTD | +51.6% | +16.5% | +35.1% | +44.7% |
| 1Y | +36.2% | +4.7% | +31.5% | +30.6% |
| All | +36.2% | +6.8% | +29.4% | +30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling