+34.7%
OXY vs TFC
+16.0%
+18.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.1% | +0.3% |
| 7D | +1.4% | -2.5% | +3.9% | +0.9% |
| 30D | +4.0% | -2.8% | +6.9% | +3.6% |
| 3M | +7.6% | +2.1% | +5.5% | +8.1% |
| 6M | +16.2% | +10.1% | +6.1% | +17.5% |
| YTD | +50.8% | +5.4% | +45.4% | +51.3% |
| 1Y | +34.7% | +16.3% | +18.4% | +29.9% |
| All | +34.7% | +16.0% | +18.7% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 1y: compounded portfolio wealth divided by compounded TFC 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…
1y analysis · Full analysis span regression · 6 months rolling