+13.7%
OXY vs TPR
+386.9%
-373.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.4% | +2.2% |
| 7D | -5.8% | +12.1% | -17.9% | -9.8% |
| 30D | -5.3% | +16.7% | -22.0% | -10.9% |
| 3M | -2.5% | -17.4% | +14.8% | +2.9% |
| 6M | +8.3% | +2.3% | +6.0% | +4.6% |
| YTD | +40.3% | +7.1% | +33.2% | +29.7% |
| 1Y | +38.8% | +29.5% | +9.3% | +18.5% |
| 3Y | -1.4% | +415.0% | -416.5% | -56.8% |
| 5Y | +92.2% | +261.5% | -169.3% | -8.1% |
| 10Y | +13.7% | +383.3% | -369.6% | -56.9% |
| All | +13.7% | +386.9% | -373.2% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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