+6.4%
OXY vs UUUU
+465.5%
-459.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +1.3% |
| 7D | +2.8% | -10.5% | +13.3% | +4.7% |
| 30D | +5.5% | -10.5% | +16.0% | +6.9% |
| 3M | +11.3% | -14.1% | +25.4% | +12.7% |
| 6M | +11.6% | -35.5% | +47.1% | +16.1% |
| YTD | +51.6% | -10.9% | +62.5% | +44.9% |
| 1Y | +36.2% | +3.4% | +32.9% | +21.8% |
| 3Y | +1.7% | +73.1% | -71.4% | -25.3% |
| 5Y | +164.5% | +87.1% | +77.3% | +77.3% |
| All | +6.4% | +465.5% | -459.1% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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