+34.1%
OXY vs PWR
+62.4%
-28.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | -0.3% |
| 7D | +0.9% | -0.2% | +1.1% | +0.9% |
| 30D | +3.6% | -7.7% | +11.3% | +3.2% |
| 3M | +7.1% | -4.9% | +12.0% | +7.1% |
| 6M | +15.7% | +9.7% | +5.9% | +16.2% |
| YTD | +50.1% | +46.7% | +3.4% | +51.6% |
| 1Y | +34.1% | +58.7% | -24.6% | +34.8% |
| All | +34.1% | +62.4% | -28.4% | +34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling