+57.8%
T vs OXY
+99.7%
-41.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | +2.5% | +4.2% | -1.7% | +2.2% |
| 30D | -3.8% | -4.3% | +0.6% | -3.5% |
| 3M | -8.7% | +2.3% | -11.0% | -9.0% |
| 6M | -8.1% | +5.5% | -13.7% | -8.7% |
| YTD | -6.4% | +44.9% | -51.3% | -9.4% |
| 1Y | -9.8% | +42.6% | -52.4% | -12.5% |
| 3Y | +65.5% | +0.7% | +64.7% | +64.2% |
| All | +57.8% | +99.7% | -41.9% | +48.3% |
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