+1,872.1%
T vs OXY
+1,363.1%
+509.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.8% |
| 7D | -1.3% | +1.6% | -2.9% | -1.6% |
| 30D | +11.4% | +11.6% | -0.2% | +9.1% |
| 3M | +14.3% | +2.8% | +11.5% | +13.5% |
| 6M | -9.3% | +13.0% | -22.3% | -11.8% |
| YTD | +7.1% | +47.4% | -40.3% | -1.1% |
| 1Y | -9.1% | +31.5% | -40.6% | -14.5% |
| 3Y | +105.3% | -1.9% | +107.3% | +100.4% |
| 5Y | +66.8% | +148.0% | -81.1% | +30.1% |
| 10Y | +66.8% | +2.3% | +64.5% | +33.6% |
| All | +1,872.1% | +1,363.1% | +509.0% | +884.7% |
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