+161.6%
OXY vs URA
+132.7%
+28.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.4% |
| 7D | +0.6% | +5.7% | -5.1% | -0.6% |
| 30D | +4.5% | +5.6% | -1.1% | +3.0% |
| 3M | +8.9% | +6.2% | +2.7% | +6.4% |
| 6M | +12.5% | -8.2% | +20.7% | +12.0% |
| YTD | +50.5% | +9.7% | +40.8% | +40.6% |
| 1Y | +38.6% | +17.0% | +21.6% | +23.6% |
| 3Y | -1.2% | +118.5% | -119.7% | -35.8% |
| 5Y | +161.6% | +134.3% | +27.3% | +61.8% |
| All | +161.6% | +132.7% | +28.9% | +61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling