+147.9%
OXY vs SU
+348.9%
-201.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | +2.8% | +2.2% | +0.6% | +1.0% |
| 30D | +5.5% | +8.4% | -3.0% | -1.3% |
| 3M | +11.3% | +12.1% | -0.8% | +1.4% |
| 6M | +11.6% | +19.7% | -8.1% | -3.3% |
| YTD | +51.6% | +58.4% | -6.9% | +5.6% |
| 1Y | +36.2% | +67.2% | -31.0% | -9.1% |
| 3Y | +1.7% | +125.0% | -123.3% | -46.6% |
| All | +147.9% | +348.9% | -201.0% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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