+3.2%
QCOM vs OXY
+39.4%
-36.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.0% | -0.8% | +1.5% |
| 7D | +5.5% | -5.8% | +11.4% | +4.6% |
| 30D | -1.1% | -5.3% | +4.2% | -1.9% |
| 3M | +7.6% | -2.5% | +10.1% | +7.4% |
| 6M | -20.1% | +8.3% | -28.4% | -19.0% |
| YTD | +3.0% | +40.3% | -37.3% | -2.1% |
| 1Y | +3.2% | +38.8% | -35.6% | +0.2% |
| All | +3.2% | +39.4% | -36.2% | +0.2% |
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 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