+3,476.8%
STX vs OXY
+7.0%
+3,469.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.7% |
| 7D | +8.0% | +1.4% | +6.6% | +7.7% |
| 30D | +5.1% | +4.0% | +1.1% | +4.3% |
| 3M | +5.8% | +7.6% | -1.8% | +4.1% |
| 6M | +124.9% | +16.2% | +108.7% | +116.4% |
| YTD | +213.9% | +50.8% | +163.1% | +185.2% |
| 1Y | +350.4% | +34.7% | +315.7% | +317.2% |
| 3Y | +1,314.2% | -1.0% | +1,315.2% | +1,275.6% |
| 5Y | +1,092.8% | +163.2% | +929.6% | +835.8% |
| All | +3,476.8% | +7.0% | +3,469.9% | +3,187.0% |
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