+1,851.9%
TER vs OXY
+7.5%
+1,844.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.5% |
| 7D | +6.4% | +2.8% | +3.5% | +5.8% |
| 30D | -5.7% | +5.5% | -11.1% | -6.7% |
| 3M | -0.4% | +11.3% | -11.7% | -3.0% |
| 6M | +25.8% | +11.6% | +14.2% | +20.7% |
| YTD | +96.4% | +51.6% | +44.8% | +75.1% |
| 1Y | +229.2% | +36.2% | +193.0% | +199.8% |
| 3Y | +288.1% | +1.7% | +286.4% | +273.3% |
| 5Y | +219.9% | +164.5% | +55.5% | +145.3% |
| All | +1,851.9% | +7.5% | +1,844.5% | +1,609.4% |
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