+1,347.0%
OXY vs TECH
+100,886.2%
-99,539.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -0.5% | +0.2% | -0.7% | -0.5% |
| 30D | +8.5% | +0.1% | +8.3% | +8.5% |
| 3M | +6.0% | +37.5% | -31.5% | +1.3% |
| 6M | +13.0% | +34.6% | -21.6% | +7.6% |
| YTD | +48.9% | +23.5% | +25.4% | +43.1% |
| 1Y | +36.4% | +34.4% | +2.0% | +29.2% |
| 3Y | -2.3% | +2.3% | -4.6% | -5.5% |
| 5Y | +160.6% | -41.7% | +202.4% | +167.3% |
| 10Y | +2.0% | +177.6% | -175.7% | -13.4% |
| All | +1,347.0% | +100,886.2% | -99,539.2% | +878.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling