+160.6%
OXY vs SNAP
-92.9%
+253.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.1% |
| 7D | -0.5% | +1.5% | -2.0% | -0.6% |
| 30D | +8.5% | +1.9% | +6.6% | +8.2% |
| 3M | +6.0% | -3.9% | +9.9% | +5.9% |
| 6M | +13.0% | +5.2% | +7.7% | +11.7% |
| YTD | +48.9% | -32.7% | +81.6% | +51.8% |
| 1Y | +36.4% | -24.8% | +61.2% | +37.7% |
| 3Y | -2.3% | -42.2% | +39.9% | -2.1% |
| 5Y | +160.6% | -92.7% | +253.3% | +171.4% |
| All | +160.6% | -92.9% | +253.5% | +171.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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