+17.3%
OXY vs URI
+1,173.3%
-1,156.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.2% |
| 7D | +4.2% | +6.7% | -2.5% | +0.7% |
| 30D | -4.3% | +8.9% | -13.2% | -8.8% |
| 3M | +2.3% | +0.5% | +1.8% | +0.7% |
| 6M | +5.5% | +20.7% | -15.1% | -6.8% |
| YTD | +44.9% | +40.0% | +4.8% | +13.4% |
| 1Y | +42.6% | +34.4% | +8.2% | +13.8% |
| 3Y | +0.7% | +149.5% | -148.7% | -47.8% |
| 5Y | +96.9% | +205.6% | -108.7% | -16.8% |
| All | +17.3% | +1,173.3% | -1,156.0% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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