+17.0%
OXY vs SE
+562.7%
-545.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.2% | +0.3% |
| 7D | +1.4% | -4.8% | +6.2% | +1.9% |
| 30D | +4.0% | -18.1% | +22.1% | +6.2% |
| 3M | +7.6% | +30.6% | -23.0% | +3.7% |
| 6M | +16.2% | +20.8% | -4.6% | +12.4% |
| YTD | +50.8% | -15.6% | +66.4% | +51.8% |
| 1Y | +34.7% | -44.2% | +78.9% | +42.4% |
| 3Y | -1.0% | +181.5% | -182.6% | -17.4% |
| 5Y | +163.2% | -66.9% | +230.1% | +178.9% |
| All | +17.0% | +562.7% | -545.7% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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