+0.7%
OXY vs SUI
+18.2%
-17.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.5% |
| 7D | +4.2% | -1.5% | +5.7% | +4.4% |
| 30D | -4.3% | +3.7% | -8.1% | -4.8% |
| 3M | +2.3% | -0.4% | +2.7% | +2.3% |
| 6M | +5.5% | -2.8% | +8.3% | +5.9% |
| YTD | +44.9% | -1.6% | +46.5% | +44.4% |
| 1Y | +42.6% | -2.1% | +44.6% | +42.3% |
| 3Y | +0.7% | +18.5% | -17.7% | -5.0% |
| All | +0.7% | +18.2% | -17.4% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling