+210.3%
RSP vs OXY
+18.8%
+191.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.0% | -2.9% | -1.3% |
| 7D | +1.8% | +3.6% | -1.8% | +1.1% |
| 30D | +3.5% | -5.3% | +8.8% | +4.4% |
| 3M | +0.2% | +0.2% | 0.0% | -0.1% |
| 6M | +9.1% | +4.7% | +4.4% | +7.3% |
| YTD | +16.6% | +44.0% | -27.4% | +6.7% |
| 1Y | +17.9% | +42.1% | -24.1% | +8.1% |
| 3Y | +64.6% | +1.2% | +63.4% | +59.3% |
| 5Y | +48.4% | +95.7% | -47.3% | +21.5% |
| All | +210.3% | +18.8% | +191.6% | +147.4% |
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