+42.1%
OXY vs TPR
+29.9%
+12.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.6% | +1.9% |
| 7D | +3.6% | -1.1% | +4.8% | +3.4% |
| 30D | -5.3% | +15.1% | -20.4% | -2.5% |
| 3M | +0.2% | -13.4% | +13.6% | -2.0% |
| 6M | +4.7% | +1.4% | +3.4% | +7.5% |
| YTD | +44.0% | +4.8% | +39.2% | +47.0% |
| 1Y | +42.1% | +29.2% | +12.9% | +44.8% |
| All | +42.1% | +29.9% | +12.1% | +44.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling