+161.6%
OXY vs TECH
-42.1%
+203.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | +4.5% | +0.3% | +4.2% | +4.5% |
| 3M | +8.9% | +32.9% | -24.0% | +3.8% |
| 6M | +12.5% | +32.1% | -19.6% | +6.5% |
| YTD | +50.5% | +23.4% | +27.1% | +43.9% |
| 1Y | +38.6% | +34.1% | +4.6% | +29.6% |
| 3Y | -1.2% | +2.2% | -3.4% | -5.7% |
| 5Y | +161.6% | -41.8% | +203.5% | +156.8% |
| All | +161.6% | -42.1% | +203.8% | +156.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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