+70.3%
T vs OXY
+7.5%
+62.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.9% |
| 7D | +1.5% | +2.8% | -1.4% | +1.1% |
| 30D | +7.5% | +5.5% | +2.0% | +6.7% |
| 3M | +14.8% | +11.3% | +3.5% | +13.1% |
| 6M | -1.7% | +11.6% | -13.3% | -3.5% |
| YTD | +8.7% | +51.6% | -42.9% | +2.3% |
| 1Y | -7.5% | +36.2% | -43.7% | -11.9% |
| 3Y | +110.2% | +1.7% | +108.5% | +106.0% |
| 5Y | +71.6% | +164.5% | -92.8% | +41.5% |
| All | +70.3% | +7.5% | +62.8% | +38.4% |
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