+5.6%
OXY vs PSX
+1,159.1%
-1,153.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | -0.2% |
| 7D | -0.5% | +2.8% | -3.3% | -2.7% |
| 30D | +8.5% | +27.8% | -19.3% | -10.9% |
| 3M | +6.0% | +42.0% | -36.0% | -20.2% |
| 6M | +13.0% | +58.1% | -45.1% | -22.0% |
| YTD | +48.9% | +105.0% | -56.1% | -17.0% |
| 1Y | +36.4% | +104.9% | -68.5% | -24.3% |
| 3Y | -2.3% | +134.1% | -136.3% | -53.4% |
| 5Y | +160.6% | +363.8% | -203.2% | -31.3% |
| 10Y | +2.0% | +370.1% | -368.1% | -69.9% |
| All | +5.6% | +1,159.1% | -1,153.5% | -75.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling