-17.0%
TEAM vs OXY
-1.9%
-15.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.3% | +0.6% |
| 7D | -4.7% | +0.6% | -5.3% | -4.7% |
| 30D | +17.0% | +4.5% | +12.5% | +16.4% |
| 3M | +85.9% | +8.9% | +77.0% | +83.6% |
| 6M | +116.7% | +12.5% | +104.2% | +111.5% |
| YTD | +9.6% | +50.5% | -40.9% | -0.4% |
| 1Y | -2.5% | +38.6% | -41.1% | -9.9% |
| All | -17.0% | -1.9% | -15.1% | -17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling