-81.0%
PATH vs OXY
+174.3%
-255.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.3% |
| 7D | -2.7% | -0.2% | -2.6% | -2.7% |
| 30D | -1.4% | -6.4% | +5.0% | -0.2% |
| 3M | -16.4% | -2.6% | -13.8% | -16.2% |
| 6M | +23.3% | +4.8% | +18.5% | +21.4% |
| YTD | -19.8% | +41.2% | -61.0% | -26.4% |
| 1Y | -8.6% | +39.5% | -48.1% | -15.8% |
| 3Y | -24.0% | -0.8% | -23.2% | -26.5% |
| 5Y | -77.1% | +91.6% | -168.7% | -79.9% |
| All | -81.0% | +174.3% | -255.2% | -82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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