-27.1%
RKT vs OXY
+316.3%
-343.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | -6.3% | +2.8% | -9.1% | -6.5% |
| 30D | -6.2% | +5.5% | -11.6% | -6.6% |
| 3M | -1.9% | +11.3% | -13.2% | -3.0% |
| 6M | -13.0% | +11.6% | -24.6% | -14.8% |
| YTD | -31.9% | +51.6% | -83.5% | -36.3% |
| 1Y | -37.6% | +36.2% | -73.8% | -40.7% |
| 3Y | +36.8% | +1.7% | +35.1% | +33.8% |
| 5Y | -9.7% | +164.5% | -174.2% | -20.1% |
| All | -27.1% | +316.3% | -343.4% | -40.9% |
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