-0.1%
OXY vs USAR
+73.6%
-73.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +1.0% |
| 7D | -0.5% | +2.3% | -2.8% | -0.4% |
| 30D | +8.5% | -8.6% | +17.1% | +8.3% |
| 3M | +6.0% | -20.5% | +26.5% | +5.8% |
| 6M | +13.0% | +1.2% | +11.8% | +13.7% |
| YTD | +48.9% | +48.4% | +0.5% | +51.4% |
| 1Y | +36.4% | +30.6% | +5.8% | +39.5% |
| All | -0.1% | +73.6% | -73.7% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 3y: compounded portfolio wealth divided by compounded USAR 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…
3y analysis · Full analysis span regression · 6 months rolling