+203.4%
RSP vs OXY
+7.0%
+196.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -3.1% | +1.4% | -4.5% | -3.4% |
| 30D | -3.4% | +4.0% | -7.4% | -4.2% |
| 3M | +3.6% | +7.6% | -4.0% | +1.8% |
| 6M | +9.0% | +16.2% | -7.2% | +4.8% |
| YTD | +12.2% | +50.8% | -38.6% | +2.0% |
| 1Y | +15.6% | +34.7% | -19.1% | +7.2% |
| 3Y | +51.6% | -1.0% | +52.7% | +47.7% |
| 5Y | +50.4% | +163.2% | -112.8% | +15.6% |
| All | +203.4% | +7.0% | +196.5% | +145.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling