+161.6%
OXY vs PWR
+448.6%
-287.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.5% |
| 7D | +0.6% | +2.7% | -2.0% | +0.1% |
| 30D | +4.5% | -5.1% | +9.6% | +5.5% |
| 3M | +8.9% | -9.4% | +18.3% | +10.3% |
| 6M | +12.5% | +10.4% | +2.0% | +7.4% |
| YTD | +50.5% | +48.6% | +1.8% | +32.2% |
| 1Y | +38.6% | +68.0% | -29.4% | +16.5% |
| 3Y | -1.2% | +204.7% | -206.0% | -35.6% |
| 5Y | +161.6% | +451.9% | -290.3% | +38.9% |
| All | +161.6% | +448.6% | -287.0% | +38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling