+40.1%
PYPL vs OXY
+7.5%
+32.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -2.3% | +2.8% | -5.1% | -2.7% |
| 30D | -9.0% | +5.5% | -14.5% | -9.8% |
| 3M | +30.6% | +11.3% | +19.3% | +28.1% |
| 6M | +18.6% | +11.6% | +7.0% | +15.8% |
| YTD | -7.2% | +51.6% | -58.7% | -14.0% |
| 1Y | -19.3% | +36.2% | -55.5% | -24.1% |
| 3Y | -12.3% | +1.7% | -14.0% | -14.5% |
| 5Y | -80.9% | +164.5% | -245.4% | -84.2% |
| All | +40.1% | +7.5% | +32.6% | +25.8% |
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