+76.4%
SLB vs OXY
+99.7%
-23.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.1% |
| 7D | +3.5% | +4.2% | -0.7% | +1.0% |
| 30D | +6.5% | -4.3% | +10.8% | +9.1% |
| 3M | -0.2% | +2.3% | -2.5% | -2.1% |
| 6M | -5.7% | +5.5% | -11.3% | -9.8% |
| YTD | +36.8% | +44.9% | -8.0% | +4.3% |
| 1Y | +45.8% | +42.6% | +3.2% | +12.2% |
| 3Y | +3.4% | +0.7% | +2.6% | -2.8% |
| All | +76.4% | +99.7% | -23.4% | +18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling