+147.9%
OXY vs PSX
+362.1%
-214.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.2% |
| 7D | +2.8% | +1.7% | +1.1% | +1.6% |
| 30D | +5.5% | +15.6% | -10.2% | -5.0% |
| 3M | +11.3% | +46.5% | -35.2% | -15.6% |
| 6M | +11.6% | +55.0% | -43.4% | -18.7% |
| YTD | +51.6% | +105.3% | -53.7% | -10.2% |
| 1Y | +36.2% | +101.6% | -65.4% | -18.6% |
| 3Y | +1.7% | +134.1% | -132.4% | -48.1% |
| All | +147.9% | +362.1% | -214.2% | -36.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling