+17.3%
OXY vs PTC
+312.5%
-295.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +4.2% | +0.5% | +3.7% | +4.0% |
| 30D | -4.3% | +1.2% | -5.6% | -4.7% |
| 3M | +2.3% | +27.4% | -25.1% | -8.2% |
| 6M | +5.5% | +39.2% | -33.7% | -9.4% |
| YTD | +44.9% | +12.5% | +32.4% | +33.9% |
| 1Y | +42.6% | +12.3% | +30.3% | +31.8% |
| 3Y | +0.7% | +28.8% | -28.1% | -15.6% |
| 5Y | +96.9% | +60.9% | +36.0% | +44.0% |
| All | +17.3% | +312.5% | -295.1% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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