+995.4%
TER vs OXY
+19.5%
+975.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.6% | -6.0% | -5.5% |
| 7D | +14.4% | +4.2% | +10.2% | +13.4% |
| 30D | -30.6% | -4.3% | -26.2% | -30.0% |
| 3M | -39.2% | +2.3% | -41.5% | -39.6% |
| 6M | -31.3% | +5.5% | -36.8% | -32.6% |
| YTD | +29.1% | +44.9% | -15.8% | +15.8% |
| 1Y | +47.4% | +42.6% | +4.8% | +32.6% |
| 3Y | +191.2% | +0.7% | +190.5% | +180.5% |
| 5Y | +74.0% | +96.9% | -22.9% | +42.3% |
| All | +995.4% | +19.5% | +975.9% | +860.2% |
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