+36.2%
OXY vs TRMB
-28.6%
+64.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -1.0% | +0.6% |
| 7D | +2.8% | -3.0% | +5.9% | +2.6% |
| 30D | +5.5% | +2.3% | +3.1% | +5.7% |
| 3M | +11.3% | +15.3% | -4.0% | +12.2% |
| 6M | +11.6% | -14.7% | +26.3% | +13.1% |
| YTD | +51.6% | -26.4% | +78.0% | +55.7% |
| 1Y | +36.2% | -30.4% | +66.6% | +38.3% |
| All | +36.2% | -28.6% | +64.8% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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