+229.2%
TER vs OXY
+37.2%
+192.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.7% |
| 7D | +6.4% | +2.8% | +3.5% | +7.3% |
| 30D | -5.7% | +5.5% | -11.1% | -4.0% |
| 3M | -0.4% | +11.3% | -11.7% | +4.5% |
| 6M | +25.8% | +11.6% | +14.2% | +28.5% |
| YTD | +96.4% | +51.6% | +44.8% | +91.9% |
| 1Y | +229.2% | +36.2% | +193.0% | +227.5% |
| All | +229.2% | +37.2% | +192.1% | +227.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling