+1,002.2%
OXY vs PWR
+8,583.6%
-7,581.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.1% |
| 7D | +1.6% | +3.6% | -2.0% | +0.7% |
| 30D | +11.6% | -8.6% | +20.2% | +13.8% |
| 3M | +2.8% | -13.2% | +16.0% | +5.1% |
| 6M | +13.0% | +9.9% | +3.1% | +8.2% |
| YTD | +47.4% | +48.0% | -0.7% | +30.9% |
| 1Y | +31.5% | +66.2% | -34.7% | +12.9% |
| 3Y | -1.9% | +195.1% | -197.0% | -28.9% |
| 5Y | +148.0% | +442.6% | -294.6% | +53.4% |
| 10Y | +2.3% | +2,334.2% | -2,332.0% | -52.9% |
| All | +1,002.2% | +8,583.6% | -7,581.4% | +276.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling