+1,365.9%
OXY vs SU
+61,690.9%
-60,325.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.2% |
| 7D | +1.4% | +1.7% | -0.3% | +1.4% |
| 30D | +4.0% | +9.6% | -5.6% | +4.0% |
| 3M | +7.6% | +11.7% | -4.1% | +7.6% |
| 6M | +16.2% | +21.9% | -5.7% | +16.2% |
| YTD | +50.8% | +58.6% | -7.8% | +50.7% |
| 1Y | +34.7% | +66.5% | -31.8% | +34.5% |
| 3Y | -1.0% | +121.4% | -122.4% | -1.2% |
| 5Y | +163.2% | +355.7% | -192.5% | +162.4% |
| 10Y | +5.5% | +264.2% | -258.7% | +5.3% |
| All | +1,365.9% | +61,690.9% | -60,325.0% | +1,363.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling