+6.4%
OXY vs QID
-99.2%
+105.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | -0.1% |
| 7D | +2.8% | +1.3% | +1.6% | +3.2% |
| 30D | +5.5% | +2.9% | +2.5% | +6.4% |
| 3M | +11.3% | -0.7% | +12.0% | +11.3% |
| 6M | +11.6% | -29.7% | +41.3% | -0.6% |
| YTD | +51.6% | -27.9% | +79.4% | +36.4% |
| 1Y | +36.2% | -34.6% | +70.8% | +18.9% |
| 3Y | +1.7% | -73.5% | +75.2% | -31.5% |
| 5Y | +164.5% | -81.0% | +245.5% | +78.3% |
| All | +6.4% | -99.2% | +105.6% | -68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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