+494.4%
TEAM vs OXY
+7.5%
+487.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | -5.2% | +2.8% | -8.0% | -5.5% |
| 30D | +15.8% | +5.5% | +10.3% | +15.2% |
| 3M | +101.5% | +11.3% | +90.2% | +99.1% |
| 6M | +138.2% | +11.6% | +126.6% | +134.8% |
| YTD | +10.8% | +51.6% | -40.7% | +5.6% |
| 1Y | +1.7% | +36.2% | -34.5% | -2.1% |
| 3Y | -16.0% | +1.7% | -17.8% | -17.5% |
| 5Y | -52.7% | +164.5% | -217.2% | -56.5% |
| All | +494.4% | +7.5% | +487.0% | +535.4% |
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