+9.0%
OXY vs USAR
+68.6%
-59.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +1.0% |
| 7D | +0.6% | -4.4% | +5.1% | +0.5% |
| 30D | +4.5% | -10.4% | +14.9% | +4.3% |
| 3M | +8.9% | -18.4% | +27.3% | +8.7% |
| 6M | +12.5% | -8.8% | +21.3% | +13.0% |
| YTD | +50.5% | +43.4% | +7.1% | +52.9% |
| 1Y | +38.6% | +21.0% | +17.6% | +41.4% |
| 3Y | -1.2% | +67.7% | -69.0% | +4.4% |
| All | +9.0% | +68.6% | -59.5% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling