+1,250.8%
OXY vs USB
+8,119.9%
-6,869.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.4% | -0.9% |
| 7D | -10.6% | -1.5% | -9.1% | -10.2% |
| 30D | -3.4% | +4.3% | -7.7% | -5.1% |
| 3M | +5.2% | -6.1% | +11.3% | +7.4% |
| 6M | -4.1% | +9.4% | -13.5% | -8.2% |
| YTD | +39.0% | +15.2% | +23.8% | +29.5% |
| 1Y | +44.6% | +32.8% | +11.9% | +27.5% |
| 3Y | -5.5% | +91.3% | -96.8% | -28.8% |
| 5Y | +81.3% | +22.7% | +58.6% | +57.3% |
| 10Y | +11.2% | +97.0% | -85.9% | -12.3% |
| All | +1,250.8% | +8,119.9% | -6,869.1% | +540.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 all: compounded portfolio wealth divided by compounded USB 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…
all analysis · Full analysis span regression · 6 months rolling