+131.9%
OXY vs UUUU
-92.8%
+224.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +1.0% |
| 7D | +2.8% | -10.5% | +13.3% | +4.0% |
| 30D | +5.5% | -10.5% | +16.0% | +6.4% |
| 3M | +11.3% | -14.1% | +25.4% | +12.2% |
| 6M | +11.6% | -35.5% | +47.1% | +14.4% |
| YTD | +51.6% | -10.9% | +62.5% | +48.2% |
| 1Y | +36.2% | +3.4% | +32.9% | +28.6% |
| 3Y | +1.7% | +73.1% | -71.4% | -13.3% |
| 5Y | +164.5% | +87.1% | +77.3% | +117.1% |
| 10Y | +6.1% | +463.0% | -457.0% | -26.9% |
| All | +131.9% | -92.8% | +224.8% | +75.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling