-2.6%
SLB vs OXY
+3.7%
-6.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.7% |
| 7D | -1.9% | +0.6% | -2.5% | -2.2% |
| 30D | +7.8% | +4.5% | +3.3% | +5.0% |
| 3M | +2.7% | +8.9% | -6.2% | -2.7% |
| 6M | +22.2% | +12.5% | +9.7% | +11.5% |
| YTD | +51.1% | +50.5% | +0.6% | +15.6% |
| 1Y | +63.3% | +38.6% | +24.7% | +30.6% |
| 3Y | +2.4% | -1.2% | +3.7% | -0.8% |
| 5Y | +139.3% | +161.6% | -22.3% | +28.5% |
| 10Y | -2.6% | +5.3% | -7.9% | -28.6% |
| All | -2.6% | +3.7% | -6.3% | -28.6% |
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