-14.2%
SLB vs OXY
+15.0%
-29.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.8% |
| 7D | -1.2% | -0.2% | -1.0% | -1.1% |
| 30D | +4.5% | -6.4% | +10.9% | +8.3% |
| 3M | -4.6% | -2.6% | -1.9% | -3.6% |
| 6M | -6.3% | +4.8% | -11.0% | -9.8% |
| YTD | +35.0% | +41.2% | -6.2% | +6.6% |
| 1Y | +38.8% | +39.5% | -0.7% | +10.3% |
| 3Y | +3.3% | -0.8% | +4.1% | -0.6% |
| 5Y | +73.6% | +91.6% | -17.9% | +11.1% |
| 10Y | -14.2% | +15.7% | -30.0% | -40.4% |
| All | -14.2% | +15.0% | -29.2% | -40.4% |
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