+6.4%
OXY vs PSX
+386.4%
-380.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.2% |
| 7D | +2.8% | +1.7% | +1.1% | +1.3% |
| 30D | +5.5% | +15.6% | -10.2% | -7.8% |
| 3M | +11.3% | +46.5% | -35.2% | -21.8% |
| 6M | +11.6% | +55.0% | -43.4% | -25.8% |
| YTD | +51.6% | +105.3% | -53.7% | -22.7% |
| 1Y | +36.2% | +101.6% | -65.4% | -29.9% |
| 3Y | +1.7% | +134.1% | -132.4% | -57.4% |
| 5Y | +164.5% | +368.7% | -204.2% | -48.1% |
| All | +6.4% | +386.4% | -380.0% | -77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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