+1,308.1%
OXY vs PTC
+8,860.0%
-7,551.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +4.2% | +0.5% | +3.7% | +4.1% |
| 30D | -4.3% | +1.2% | -5.6% | -4.5% |
| 3M | +2.3% | +27.4% | -25.1% | -2.3% |
| 6M | +5.5% | +39.2% | -33.7% | -1.0% |
| YTD | +44.9% | +12.5% | +32.4% | +39.8% |
| 1Y | +42.6% | +12.3% | +30.3% | +37.7% |
| 3Y | +0.7% | +28.8% | -28.1% | -5.5% |
| 5Y | +96.9% | +60.9% | +36.0% | +77.2% |
| 10Y | +18.8% | +316.6% | -297.8% | -6.0% |
| All | +1,308.1% | +8,860.0% | -7,551.9% | +546.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling