+548.8%
PLTR vs OXY
+164.6%
+384.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.5% | -0.7% |
| 7D | 0.0% | +0.6% | -0.6% | -0.1% |
| 30D | -3.3% | +4.5% | -7.8% | -4.4% |
| 3M | +28.4% | +8.9% | +19.5% | +25.0% |
| 6M | +8.4% | +12.5% | -4.1% | +3.7% |
| YTD | -4.6% | +50.5% | -55.1% | -16.4% |
| 1Y | +4.4% | +38.6% | -34.2% | -6.7% |
| 3Y | +1,020.5% | -1.2% | +1,021.7% | +980.2% |
| 5Y | +548.8% | +161.6% | +387.2% | +368.7% |
| All | +548.8% | +164.6% | +384.2% | +368.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling