+5.9%
OXY vs URA
+361.2%
-355.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.2% | +1.7% |
| 7D | +1.4% | -1.5% | +2.9% | +1.9% |
| 30D | +4.0% | -0.4% | +4.4% | +3.6% |
| 3M | +7.6% | +6.3% | +1.3% | +3.2% |
| 6M | +16.2% | -14.0% | +30.2% | +17.7% |
| YTD | +50.8% | +5.3% | +45.5% | +37.0% |
| 1Y | +34.7% | +11.7% | +23.0% | +14.6% |
| 3Y | -1.0% | +109.8% | -110.8% | -45.3% |
| 5Y | +163.2% | +108.0% | +55.2% | +35.7% |
| All | +5.9% | +361.2% | -355.3% | -69.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling