+36.2%
OXY vs SPXU
-36.3%
+72.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +1.0% |
| 7D | +2.8% | +2.5% | +0.4% | +2.3% |
| 30D | +5.5% | +4.2% | +1.3% | +4.5% |
| 3M | +11.3% | -9.3% | +20.6% | +13.2% |
| 6M | +11.6% | -30.7% | +42.3% | +19.5% |
| YTD | +51.6% | -28.1% | +79.7% | +62.6% |
| 1Y | +36.2% | -35.2% | +71.5% | +48.5% |
| All | +36.2% | -36.3% | +72.5% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling