+45.9%
OXY vs SYF
+4.2%
+41.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.2% | -4.9% | -5.2% |
| 7D | -8.8% | -0.4% | -8.4% | -8.9% |
| 30D | -1.7% | +4.4% | -6.1% | -0.3% |
| 3M | +4.5% | -4.7% | +9.3% | +3.0% |
| 6M | -4.0% | +1.9% | -5.9% | -2.2% |
| YTD | +41.4% | -8.9% | +50.3% | +46.9% |
| 1Y | +45.9% | +4.1% | +41.8% | +49.7% |
| All | +45.9% | +4.2% | +41.7% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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