+38.8%
OXY vs RY
+41.3%
-2.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +1.3% |
| 7D | -5.8% | -0.6% | -5.3% | -6.0% |
| 30D | -5.3% | +6.1% | -11.5% | -1.5% |
| 3M | -2.5% | -3.4% | +0.8% | -4.4% |
| 6M | +8.3% | +12.8% | -4.5% | +18.2% |
| YTD | +40.3% | +21.0% | +19.3% | +62.5% |
| 1Y | +38.8% | +40.5% | -1.6% | +56.0% |
| All | +38.8% | +41.3% | -2.5% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling