+163.2%
OXY vs SYF
+78.7%
+84.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +0.8% |
| 7D | +1.4% | -5.5% | +6.9% | +2.8% |
| 30D | +4.0% | -3.9% | +7.9% | +4.9% |
| 3M | +7.6% | +8.9% | -1.3% | +4.1% |
| 6M | +16.2% | +16.2% | 0.0% | +9.1% |
| YTD | +50.8% | -8.4% | +59.3% | +51.9% |
| 1Y | +34.7% | +2.6% | +32.1% | +30.0% |
| 3Y | -1.0% | +156.4% | -157.4% | -32.3% |
| 5Y | +163.2% | +78.2% | +85.0% | +104.4% |
| All | +163.2% | +78.7% | +84.5% | +104.4% |
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