+1.0%
OXY vs SE
+178.2%
-177.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.1% | +5.1% | +1.2% |
| 7D | +0.6% | -3.6% | +4.3% | +0.7% |
| 30D | +4.5% | -5.3% | +9.8% | +4.6% |
| 3M | +8.9% | +28.1% | -19.2% | +7.6% |
| 6M | +12.5% | +20.7% | -8.2% | +11.4% |
| YTD | +50.5% | -14.8% | +65.3% | +52.8% |
| 1Y | +38.6% | -43.6% | +82.2% | +46.4% |
| All | +1.0% | +178.2% | -177.2% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling