+6.4%
OXY vs TSN
-4.9%
+11.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.1% |
| 7D | +2.8% | +3.0% | -0.2% | +1.5% |
| 30D | +5.5% | -4.2% | +9.6% | +7.2% |
| 3M | +11.3% | -3.9% | +15.2% | +12.3% |
| 6M | +11.6% | -9.8% | +21.4% | +14.8% |
| YTD | +51.6% | -7.3% | +58.8% | +53.6% |
| 1Y | +36.2% | -2.2% | +38.4% | +34.2% |
| 3Y | +1.7% | +11.9% | -10.2% | -8.5% |
| 5Y | +164.5% | -16.9% | +181.4% | +169.1% |
| All | +6.4% | -4.9% | +11.4% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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