+320.5%
TMUS vs OXY
+104.4%
+216.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.5% | -3.2% |
| 7D | +0.1% | +1.6% | -1.5% | -0.3% |
| 30D | +5.3% | +11.6% | -6.3% | +2.5% |
| 3M | +3.1% | +2.8% | +0.3% | +2.1% |
| 6M | -16.5% | +13.0% | -29.5% | -19.5% |
| YTD | -9.2% | +47.4% | -56.5% | -18.2% |
| 1Y | -26.5% | +31.5% | -58.0% | -32.3% |
| 3Y | +39.0% | -1.9% | +41.0% | +34.4% |
| 5Y | +40.4% | +148.0% | -107.6% | -0.2% |
| 10Y | +303.7% | +2.3% | +301.4% | +211.2% |
| All | +320.5% | +104.4% | +216.1% | +61.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling