+6.4%
OXY vs TD
+306.3%
-299.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | -0.2% |
| 7D | +2.8% | -0.5% | +3.4% | +3.4% |
| 30D | +5.5% | -1.9% | +7.3% | +7.1% |
| 3M | +11.3% | +4.8% | +6.6% | +4.3% |
| 6M | +11.6% | +28.0% | -16.4% | -17.8% |
| YTD | +51.6% | +30.3% | +21.3% | +8.7% |
| 1Y | +36.2% | +59.8% | -23.6% | -23.0% |
| 3Y | +1.7% | +124.7% | -123.0% | -63.3% |
| 5Y | +164.5% | +127.0% | +37.5% | -12.0% |
| All | +6.4% | +306.3% | -299.9% | -76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling