+20,419.5%
TXN vs OXY
+1,390.4%
+19,029.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.8% | -1.0% |
| 7D | +2.0% | +0.9% | +1.1% | +1.7% |
| 30D | -8.0% | +3.6% | -11.5% | -8.8% |
| 3M | -7.8% | +7.1% | -14.9% | -9.7% |
| 6M | +32.4% | +15.7% | +16.7% | +26.1% |
| YTD | +51.7% | +50.1% | +1.6% | +34.9% |
| 1Y | +44.3% | +34.1% | +10.2% | +31.5% |
| 3Y | +71.3% | -1.5% | +72.7% | +66.4% |
| 5Y | +56.4% | +162.0% | -105.6% | +13.7% |
| 10Y | +410.2% | +5.1% | +405.2% | +291.7% |
| All | +20,419.5% | +1,390.4% | +19,029.1% | +7,720.5% |
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