+34.4%
TSLA vs OXY
-1.9%
+36.3%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.3% |
| 7D | +3.0% | +0.6% | +2.4% | +2.9% |
| 30D | +11.2% | +4.5% | +6.6% | +10.2% |
| 3M | -7.3% | +8.9% | -16.2% | -9.0% |
| 6M | -7.7% | +12.5% | -20.2% | -12.2% |
| YTD | -18.2% | +50.5% | -68.7% | -31.4% |
| 1Y | +6.0% | +38.6% | -32.6% | -8.0% |
| All | +34.4% | -1.9% | +36.3% | +16.8% |
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