+717.8%
OXY vs TRI
+507.2%
+210.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +2.9% | +2.0% |
| 7D | +0.6% | -8.4% | +9.0% | +4.7% |
| 30D | +4.5% | -6.5% | +11.0% | +7.2% |
| 3M | +8.9% | +18.6% | -9.7% | -3.7% |
| 6M | +12.5% | -10.4% | +22.9% | +13.6% |
| YTD | +50.5% | -23.7% | +74.2% | +61.6% |
| 1Y | +38.6% | -42.5% | +81.1% | +74.1% |
| 3Y | -1.2% | -19.3% | +18.0% | -3.0% |
| 5Y | +161.6% | -9.7% | +171.3% | +133.4% |
| 10Y | +5.3% | +194.4% | -189.1% | -55.7% |
| All | +717.8% | +507.2% | +210.6% | +109.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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