+958.5%
SLB vs OXY
+1,363.1%
-404.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.8% |
| 7D | +0.8% | +1.6% | -0.8% | -0.2% |
| 30D | +15.8% | +11.6% | +4.2% | +8.2% |
| 3M | -0.3% | +2.8% | -3.2% | -2.5% |
| 6M | +21.3% | +13.0% | +8.3% | +9.4% |
| YTD | +52.3% | +47.4% | +4.9% | +15.5% |
| 1Y | +63.6% | +31.5% | +32.1% | +32.7% |
| 3Y | +3.8% | -1.9% | +5.7% | +0.5% |
| 5Y | +128.6% | +148.0% | -19.3% | +17.4% |
| 10Y | -3.1% | +2.3% | -5.3% | -34.0% |
| All | +958.5% | +1,363.1% | -404.6% | +84.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling