+74.8%
QCOM vs OXY
-1.9%
+76.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +3.0% |
| 7D | +5.1% | -0.5% | +5.6% | +5.2% |
| 30D | +4.3% | +8.5% | -4.2% | +2.5% |
| 3M | -19.6% | +6.0% | -25.6% | -20.8% |
| 6M | +29.5% | +13.0% | +16.5% | +23.4% |
| YTD | +3.4% | +48.9% | -45.5% | -11.1% |
| 1Y | +10.9% | +36.4% | -25.5% | -1.9% |
| 3Y | +74.8% | -2.3% | +77.1% | +59.2% |
| All | +74.8% | -1.9% | +76.6% | +59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling