+16.6%
OXY vs PWR
+1,857.9%
-1,841.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.2% |
| 7D | +3.6% | +19.1% | -15.5% | -4.8% |
| 30D | -5.3% | -12.0% | +6.7% | -1.2% |
| 3M | +0.2% | -10.6% | +10.8% | +2.8% |
| 6M | +4.7% | -20.8% | +25.6% | +11.4% |
| YTD | +44.0% | +43.7% | +0.3% | +7.5% |
| 1Y | +42.1% | +35.0% | +7.1% | +9.0% |
| 3Y | +1.2% | +249.4% | -248.2% | -62.3% |
| 5Y | +95.7% | +422.1% | -326.4% | -50.4% |
| All | +16.6% | +1,857.9% | -1,841.2% | -89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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