+93.4%
OXY vs TPG
+74.1%
+19.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.2% |
| 7D | +2.8% | -9.4% | +12.3% | +4.7% |
| 30D | +5.5% | -5.3% | +10.7% | +6.2% |
| 3M | +11.3% | +12.9% | -1.6% | +8.0% |
| 6M | +11.6% | +20.1% | -8.5% | +6.1% |
| YTD | +51.6% | -22.5% | +74.1% | +59.3% |
| 1Y | +36.2% | -19.7% | +55.9% | +41.3% |
| 3Y | +1.7% | +81.2% | -79.5% | -15.3% |
| All | +93.4% | +74.1% | +19.3% | +54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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