+277.2%
TER vs OXY
-1.9%
+279.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.2% | +4.0% |
| 7D | +11.0% | -0.5% | +11.4% | +11.0% |
| 30D | -1.9% | +8.5% | -10.4% | -3.3% |
| 3M | -0.7% | +6.0% | -6.7% | -1.6% |
| 6M | +36.4% | +13.0% | +23.4% | +28.2% |
| YTD | +92.4% | +48.9% | +43.6% | +59.8% |
| 1Y | +213.5% | +36.4% | +177.1% | +168.7% |
| 3Y | +277.2% | -2.3% | +279.5% | +237.3% |
| All | +277.2% | -1.9% | +279.1% | +237.3% |
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