+10.2%
PYPL vs OXY
+1.6%
+8.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.6% |
| 7D | +0.1% | +4.2% | -4.1% | -0.4% |
| 30D | +5.7% | -4.3% | +10.0% | +6.0% |
| 3M | -1.9% | +2.3% | -4.2% | -2.5% |
| 6M | +31.8% | +5.5% | +26.3% | +30.2% |
| YTD | +2.4% | +44.9% | -42.4% | -6.1% |
| 1Y | -8.2% | +42.6% | -50.8% | -15.6% |
| 3Y | +10.2% | +0.7% | +9.5% | +4.2% |
| All | +10.2% | +1.6% | +8.6% | +4.2% |
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 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