+74.4%
TSLA vs OXY
+1.6%
+72.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -1.9% |
| 7D | +8.9% | +4.2% | +4.7% | +8.0% |
| 30D | +6.3% | -4.3% | +10.6% | +7.1% |
| 3M | +14.8% | +2.3% | +12.5% | +13.8% |
| 6M | -12.4% | +5.5% | -17.9% | -14.1% |
| YTD | -13.2% | +44.9% | -58.1% | -28.1% |
| 1Y | -2.9% | +42.6% | -45.5% | -19.2% |
| 3Y | +74.4% | +0.7% | +73.7% | +60.8% |
| All | +74.4% | +1.6% | +72.8% | +60.8% |
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