+242.8%
QCOM vs OXY
+11.9%
+230.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.0% | -0.8% | +0.8% |
| 7D | +5.5% | -5.8% | +11.4% | +6.6% |
| 30D | -1.1% | -5.3% | +4.2% | -0.3% |
| 3M | +7.6% | -2.5% | +10.1% | +7.7% |
| 6M | -20.1% | +8.3% | -28.4% | -21.9% |
| YTD | +3.0% | +40.3% | -37.3% | -5.3% |
| 1Y | +3.2% | +38.8% | -35.6% | -5.0% |
| 3Y | +48.9% | -1.4% | +50.3% | +44.9% |
| 5Y | +21.1% | +92.2% | -71.2% | +2.9% |
| 10Y | +242.8% | +13.7% | +229.1% | +199.2% |
| All | +242.8% | +11.9% | +230.9% | +199.2% |
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 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