+305.7%
TMUS vs OXY
+6.5%
+299.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -5.8% | +0.9% | -6.7% | -5.9% |
| 30D | -0.2% | +3.6% | -3.8% | -0.6% |
| 3M | -4.0% | +7.1% | -11.1% | -4.8% |
| 6M | -18.1% | +15.7% | -33.8% | -19.6% |
| YTD | -11.3% | +50.1% | -61.5% | -15.4% |
| 1Y | -24.7% | +34.1% | -58.8% | -27.4% |
| 3Y | +35.4% | -1.5% | +36.9% | +33.7% |
| 5Y | +42.4% | +162.0% | -119.5% | +23.5% |
| All | +305.7% | +6.5% | +299.2% | +269.1% |
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