+6.4%
OXY vs XME
+421.4%
-414.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +1.2% |
| 7D | +2.8% | -4.2% | +7.0% | +5.9% |
| 30D | +5.5% | -2.7% | +8.2% | +6.7% |
| 3M | +11.3% | -3.9% | +15.2% | +12.2% |
| 6M | +11.6% | -1.0% | +12.6% | +5.7% |
| YTD | +51.6% | +9.8% | +41.7% | +30.1% |
| 1Y | +36.2% | +32.5% | +3.7% | -2.4% |
| 3Y | +1.7% | +124.3% | -122.6% | -55.7% |
| 5Y | +164.5% | +165.8% | -1.3% | -7.7% |
| All | +6.4% | +421.4% | -414.9% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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