+6.4%
OXY vs SBAC
+87.1%
-80.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | 0.0% |
| 7D | +2.8% | -2.1% | +4.9% | +3.3% |
| 30D | +5.5% | +2.0% | +3.4% | +4.9% |
| 3M | +11.3% | -8.3% | +19.6% | +13.3% |
| 6M | +11.6% | +0.3% | +11.3% | +10.0% |
| YTD | +51.6% | -2.2% | +53.8% | +50.1% |
| 1Y | +36.2% | -4.6% | +40.8% | +35.7% |
| 3Y | +1.7% | -8.3% | +10.0% | -0.5% |
| 5Y | +164.5% | -42.8% | +207.3% | +196.6% |
| All | +6.4% | +87.1% | -80.7% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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