+5.3%
OXY vs URI
+1,196.9%
-1,191.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.3% | +0.4% |
| 7D | +0.6% | +5.0% | -4.4% | -1.7% |
| 30D | +4.5% | -9.4% | +13.9% | +9.3% |
| 3M | +8.9% | -5.8% | +14.7% | +10.3% |
| 6M | +12.5% | +25.8% | -13.4% | -4.2% |
| YTD | +50.5% | +27.9% | +22.6% | +25.0% |
| 1Y | +38.6% | +9.7% | +28.9% | +23.8% |
| 3Y | -1.2% | +128.0% | -129.2% | -45.4% |
| 5Y | +161.6% | +212.4% | -50.8% | +11.3% |
| 10Y | +5.3% | +1,271.8% | -1,266.5% | -76.8% |
| All | +5.3% | +1,196.9% | -1,191.6% | -76.8% |
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