+97.5%
OXY vs SYF
+60.4%
+37.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | +4.2% | -2.0% | +6.2% | +4.7% |
| 30D | -4.3% | +1.2% | -5.5% | -4.7% |
| 3M | +2.3% | -9.4% | +11.7% | +4.4% |
| 6M | +5.5% | +4.4% | +1.1% | +3.0% |
| YTD | +44.9% | -11.9% | +56.8% | +47.0% |
| 1Y | +42.6% | -0.4% | +43.0% | +39.0% |
| 3Y | +0.7% | +159.6% | -158.8% | -29.6% |
| All | +97.5% | +60.4% | +37.1% | +70.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling