+281.8%
QCOM vs OXY
+3.7%
+278.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.3% | +1.1% |
| 7D | +4.4% | +0.6% | +3.7% | +4.2% |
| 30D | +9.4% | +4.5% | +4.8% | +8.4% |
| 3M | -13.7% | +8.9% | -22.6% | -15.4% |
| 6M | +28.9% | +12.5% | +16.4% | +24.6% |
| YTD | +4.7% | +50.5% | -45.7% | -4.7% |
| 1Y | +13.5% | +38.6% | -25.1% | +4.8% |
| 3Y | +77.1% | -1.2% | +78.3% | +72.5% |
| 5Y | +38.9% | +161.6% | -122.7% | +11.7% |
| 10Y | +281.8% | +5.3% | +276.5% | +237.3% |
| All | +281.8% | +3.7% | +278.1% | +237.3% |
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 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