+1,757.1%
TSM vs OXY
+7.0%
+1,750.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | +2.6% | +1.4% | +1.3% | +2.4% |
| 30D | +1.4% | +4.0% | -2.6% | +0.7% |
| 3M | +5.0% | +7.6% | -2.6% | +3.4% |
| 6M | +24.0% | +16.2% | +7.8% | +19.6% |
| YTD | +41.6% | +50.8% | -9.2% | +30.0% |
| 1Y | +66.2% | +34.7% | +31.5% | +55.3% |
| 3Y | +398.2% | -1.0% | +399.2% | +385.4% |
| 5Y | +277.6% | +163.2% | +114.4% | +206.2% |
| All | +1,757.1% | +7.0% | +1,750.2% | +1,580.1% |
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