+146.7%
OXY vs TE
-48.4%
+195.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.7% | +7.0% | +0.5% |
| 7D | +1.4% | +0.9% | +0.5% | +1.3% |
| 30D | +4.0% | -16.3% | +20.3% | +4.6% |
| 3M | +7.6% | -40.8% | +48.4% | +9.0% |
| 6M | +16.2% | -42.6% | +58.8% | +16.6% |
| YTD | +50.8% | -31.4% | +82.3% | +48.5% |
| 1Y | +34.7% | +144.9% | -110.2% | +19.0% |
| 3Y | -1.0% | -26.0% | +25.0% | -8.7% |
| All | +146.7% | -48.4% | +195.1% | +119.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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