+5.3%
OXY vs RBA
+189.2%
-183.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.7% | +1.3% |
| 7D | +0.6% | -1.9% | +2.5% | +1.2% |
| 30D | +4.5% | -13.0% | +17.5% | +8.8% |
| 3M | +8.9% | -23.1% | +32.0% | +16.5% |
| 6M | +12.5% | -22.6% | +35.1% | +19.5% |
| YTD | +50.5% | -20.4% | +70.9% | +57.4% |
| 1Y | +38.6% | -29.6% | +68.2% | +50.8% |
| 3Y | -1.2% | +26.6% | -27.8% | -13.5% |
| 5Y | +161.6% | +38.2% | +123.5% | +111.9% |
| 10Y | +5.3% | +194.7% | -189.5% | -43.2% |
| All | +5.3% | +189.2% | -183.9% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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