+6.4%
OXY vs TRU
+147.2%
-140.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.2% |
| 7D | +2.8% | -2.7% | +5.6% | +3.8% |
| 30D | +5.5% | -2.0% | +7.5% | +5.9% |
| 3M | +11.3% | +18.4% | -7.1% | +3.6% |
| 6M | +11.6% | +8.9% | +2.7% | +5.5% |
| YTD | +51.6% | -8.9% | +60.5% | +51.2% |
| 1Y | +36.2% | -15.9% | +52.1% | +39.7% |
| 3Y | +1.7% | -1.1% | +2.8% | -8.8% |
| 5Y | +164.5% | -35.2% | +199.7% | +190.5% |
| All | +6.4% | +147.2% | -140.7% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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