+1,312.0%
OXY vs RMD
+35,656.8%
-34,344.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.2% | +1.5% |
| 7D | -0.5% | -4.5% | +4.0% | +0.2% |
| 30D | +8.5% | +4.6% | +3.9% | +7.6% |
| 3M | +6.0% | +14.8% | -8.8% | +3.3% |
| 6M | +13.0% | -12.1% | +25.0% | +14.5% |
| YTD | +48.9% | -7.5% | +56.4% | +49.6% |
| 1Y | +36.4% | -20.1% | +56.5% | +40.3% |
| 3Y | -2.3% | +53.9% | -56.2% | -11.1% |
| 5Y | +160.6% | -22.2% | +182.8% | +161.8% |
| 10Y | +2.0% | +268.2% | -266.3% | -19.1% |
| All | +1,312.0% | +35,656.8% | -34,344.8% | +660.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling