+1.2%
OXY vs UUUU
+83.7%
-82.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.6% | +0.4% |
| 7D | +1.4% | -5.0% | +6.4% | +1.5% |
| 30D | +4.0% | -7.8% | +11.8% | +4.2% |
| 3M | +7.6% | -0.4% | +8.0% | +7.4% |
| 6M | +16.2% | -32.9% | +49.1% | +17.1% |
| YTD | +50.8% | -6.3% | +57.1% | +48.5% |
| 1Y | +34.7% | +7.9% | +26.8% | +29.8% |
| All | +1.2% | +83.7% | -82.5% | -12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling