-22.9%
PATH vs OXY
+1.6%
-24.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | +2.1% | +4.2% | -2.1% | +1.1% |
| 30D | +1.6% | -4.3% | +5.9% | +2.5% |
| 3M | -20.4% | +2.3% | -22.7% | -21.1% |
| 6M | +40.1% | +5.5% | +34.6% | +37.6% |
| YTD | -19.0% | +44.9% | -63.9% | -28.7% |
| 1Y | -5.8% | +42.6% | -48.4% | -16.6% |
| 3Y | -22.9% | +0.7% | -23.7% | -21.9% |
| All | -22.9% | +1.6% | -24.5% | -21.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling