+13.6%
QCOM vs OXY
+37.6%
-24.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +4.9% | +0.9% | +4.0% | +5.0% |
| 30D | +9.3% | +3.6% | +5.8% | +9.7% |
| 3M | -7.0% | +7.1% | -14.1% | -6.3% |
| 6M | +32.0% | +15.7% | +16.4% | +30.7% |
| YTD | +5.0% | +50.1% | -45.1% | -1.1% |
| 1Y | +13.6% | +34.1% | -20.5% | +9.8% |
| All | +13.6% | +37.6% | -24.0% | +9.8% |
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