+1,972.8%
STX vs OXY
+19.5%
+1,953.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.2% |
| 7D | +14.6% | +4.2% | +10.4% | +13.7% |
| 30D | -26.0% | -4.3% | -21.6% | -25.3% |
| 3M | -42.6% | +2.3% | -44.9% | -43.0% |
| 6M | -35.3% | +5.5% | -40.8% | -36.2% |
| YTD | +92.5% | +44.9% | +47.6% | +75.8% |
| 1Y | +102.4% | +42.6% | +59.8% | +85.1% |
| 3Y | +673.8% | +0.7% | +673.1% | +649.9% |
| 5Y | +463.1% | +96.9% | +366.2% | +367.6% |
| All | +1,972.8% | +19.5% | +1,953.3% | +1,821.2% |
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 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