+31.5%
OXY vs URA
+17.2%
+14.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -0.9% |
| 7D | +1.6% | +1.1% | +0.5% | +1.7% |
| 30D | +11.6% | +7.4% | +4.2% | +12.6% |
| 3M | +2.8% | -8.4% | +11.2% | +2.7% |
| 6M | +13.0% | -12.7% | +25.8% | +13.4% |
| YTD | +47.4% | +7.8% | +39.6% | +50.9% |
| 1Y | +31.5% | +19.5% | +12.0% | +46.9% |
| All | +31.5% | +17.2% | +14.2% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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