+76.5%
TXN vs OXY
-1.2%
+77.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.3% | +3.7% |
| 7D | +4.0% | +2.8% | +1.1% | +3.4% |
| 30D | -2.9% | +5.5% | -8.3% | -4.0% |
| 3M | -9.1% | +11.3% | -20.4% | -11.4% |
| 6M | +36.6% | +11.6% | +25.0% | +30.9% |
| YTD | +57.5% | +51.6% | +5.9% | +34.3% |
| 1Y | +49.5% | +36.2% | +13.3% | +32.2% |
| 3Y | +76.5% | +1.7% | +74.8% | +59.0% |
| All | +76.5% | -1.2% | +77.7% | +59.0% |
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