+61.6%
SLB vs OXY
+37.9%
+23.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.4% |
| 7D | -1.9% | +0.6% | -2.5% | -2.1% |
| 30D | +7.8% | +4.5% | +3.3% | +6.3% |
| 3M | +2.7% | +8.9% | -6.2% | -0.3% |
| 6M | +22.2% | +12.5% | +9.7% | +15.4% |
| YTD | +51.1% | +50.5% | +0.6% | +21.5% |
| All | +61.6% | +37.9% | +23.7% | +37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling