+2.3%
QCOM vs OXY
+45.4%
-43.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -5.1% | +10.5% | +4.4% |
| 7D | -5.3% | -8.8% | +3.5% | -6.6% |
| 30D | -4.2% | -1.7% | -2.5% | -4.4% |
| 3M | +7.0% | +4.5% | +2.5% | +8.1% |
| 6M | +3.8% | -4.0% | +7.8% | +4.1% |
| YTD | +2.8% | +41.4% | -38.5% | -0.4% |
| 1Y | +2.3% | +45.9% | -43.6% | -0.3% |
| All | +2.3% | +45.4% | -43.1% | -0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling