+6.4%
OXY vs RMD
+274.3%
-267.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | +2.8% | -4.4% | +7.2% | +4.0% |
| 30D | +5.5% | -3.1% | +8.6% | +6.1% |
| 3M | +11.3% | +13.8% | -2.5% | +6.8% |
| 6M | +11.6% | -8.6% | +20.2% | +13.1% |
| YTD | +51.6% | -8.6% | +60.2% | +53.4% |
| 1Y | +36.2% | -19.7% | +55.9% | +42.8% |
| 3Y | +1.7% | +48.4% | -46.7% | -14.4% |
| 5Y | +164.5% | -22.7% | +187.2% | +169.9% |
| All | +6.4% | +274.3% | -267.9% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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