+51.4%
PYPL vs OXY
+11.1%
+40.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -2.9% |
| 7D | +2.7% | +1.6% | +1.1% | +2.4% |
| 30D | -4.9% | +11.6% | -16.5% | -6.6% |
| 3M | +28.9% | +2.8% | +26.1% | +27.9% |
| 6M | +18.2% | +13.0% | +5.2% | +15.0% |
| YTD | -5.0% | +47.4% | -52.4% | -12.1% |
| 1Y | -18.8% | +31.5% | -50.3% | -23.5% |
| 3Y | -12.6% | -1.9% | -10.6% | -14.4% |
| 5Y | -80.8% | +148.0% | -228.7% | -84.2% |
| 10Y | +49.9% | +2.3% | +47.7% | +37.0% |
| All | +51.4% | +11.1% | +40.2% | +30.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling