+6.4%
OXY vs TEL
+316.2%
-309.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.6% | -3.1% | -1.6% |
| 7D | +2.8% | +1.6% | +1.2% | +1.8% |
| 30D | +5.5% | -0.7% | +6.1% | +5.4% |
| 3M | +11.3% | +2.4% | +8.9% | +7.8% |
| 6M | +11.6% | +4.1% | +7.5% | +3.0% |
| YTD | +51.6% | -5.8% | +57.4% | +47.0% |
| 1Y | +36.2% | +0.9% | +35.3% | +24.1% |
| 3Y | +1.7% | +72.6% | -70.9% | -40.6% |
| 5Y | +164.5% | +57.5% | +106.9% | +57.5% |
| All | +6.4% | +316.2% | -309.8% | -64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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