+163.2%
OXY vs SMTC
+112.1%
+51.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.2% | +0.4% |
| 7D | +1.4% | +17.5% | -16.2% | +0.3% |
| 30D | +4.0% | +21.3% | -17.3% | +2.5% |
| 3M | +7.6% | +3.1% | +4.5% | +6.6% |
| 6M | +16.2% | +81.7% | -65.5% | +9.5% |
| YTD | +50.8% | +115.9% | -65.1% | +39.3% |
| 1Y | +34.7% | +157.8% | -123.1% | +21.6% |
| 3Y | -1.0% | +557.3% | -558.3% | -25.5% |
| 5Y | +163.2% | +114.7% | +48.5% | +141.8% |
| All | +163.2% | +112.1% | +51.0% | +141.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 5y: compounded portfolio wealth divided by compounded SMTC 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…
5y analysis · Full analysis span regression · 6 months rolling