+1.7%
OXY vs TROW
+11.3%
-9.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.8% |
| 7D | +2.8% | -3.2% | +6.0% | +3.7% |
| 30D | +5.5% | -4.6% | +10.1% | +6.7% |
| 3M | +11.3% | -0.7% | +12.0% | +10.3% |
| 6M | +11.6% | +22.2% | -10.6% | +2.0% |
| YTD | +51.6% | +6.6% | +44.9% | +45.5% |
| 1Y | +36.2% | +5.8% | +30.4% | +30.9% |
| 3Y | +1.7% | +11.6% | -9.9% | -9.4% |
| All | +1.7% | +11.3% | -9.6% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 3y: compounded portfolio wealth divided by compounded TROW 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…
3y analysis · Full analysis span regression · 6 months rolling