+36.4%
OXY vs SUI
-5.1%
+41.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +0.9% |
| 7D | -0.5% | -3.1% | +2.6% | -0.7% |
| 30D | +8.5% | -2.3% | +10.8% | +8.3% |
| 3M | +6.0% | -2.8% | +8.8% | +6.1% |
| 6M | +13.0% | -12.4% | +25.3% | +14.5% |
| YTD | +48.9% | -3.3% | +52.2% | +46.2% |
| 1Y | +36.4% | -5.8% | +42.2% | +31.8% |
| All | +36.4% | -5.1% | +41.5% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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