+39.4%
RKT vs OXY
-1.9%
+41.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.8% | -2.7% |
| 7D | -1.0% | +0.6% | -1.6% | -0.9% |
| 30D | -2.4% | +4.5% | -6.9% | -2.0% |
| 3M | +1.9% | +8.9% | -7.0% | +3.3% |
| 6M | -13.9% | +12.5% | -26.3% | -13.8% |
| YTD | -30.6% | +50.5% | -81.1% | -34.1% |
| 1Y | -34.4% | +38.6% | -73.0% | -36.7% |
| All | +39.4% | -1.9% | +41.3% | +37.2% |
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