+740.1%
TEAM vs OXY
+21.4%
+718.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.0% | -8.0% | -7.0% |
| 7D | -5.7% | -0.5% | -5.2% | -5.6% |
| 30D | +18.3% | +8.5% | +9.9% | +17.4% |
| 3M | +80.2% | +6.0% | +74.2% | +78.8% |
| 6M | +111.0% | +13.0% | +98.0% | +107.5% |
| YTD | +8.8% | +48.9% | -40.1% | +3.6% |
| 1Y | +2.2% | +36.4% | -34.3% | -1.9% |
| 3Y | -14.6% | -2.3% | -12.3% | -15.8% |
| 5Y | -53.8% | +160.6% | -214.4% | -57.9% |
| 10Y | +475.2% | +2.0% | +473.2% | +512.5% |
| All | +740.1% | +21.4% | +718.6% | +717.9% |
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