+1,668.3%
PLTR vs OXY
+531.3%
+1,137.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.2% |
| 7D | +4.7% | +4.2% | +0.5% | +3.8% |
| 30D | -16.4% | -4.3% | -12.1% | -15.7% |
| 3M | -6.2% | +2.3% | -8.4% | -6.9% |
| 6M | +29.2% | +5.5% | +23.6% | +26.6% |
| YTD | -5.5% | +44.9% | -50.4% | -15.2% |
| 1Y | -2.4% | +42.6% | -45.0% | -12.2% |
| 3Y | +752.3% | +0.7% | +751.6% | +720.9% |
| 5Y | +635.8% | +96.9% | +539.0% | +505.4% |
| All | +1,668.3% | +531.3% | +1,137.0% | +1,024.2% |
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