+48.3%
UBER vs OXY
-1.7%
+49.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | -4.5% | +1.4% | -5.8% | -4.6% |
| 30D | -7.6% | +4.0% | -11.6% | -8.1% |
| 3M | +5.8% | +7.6% | -1.8% | +4.6% |
| 6M | +0.3% | +16.2% | -15.9% | -3.2% |
| YTD | -11.2% | +50.8% | -62.0% | -19.5% |
| 1Y | -23.0% | +34.7% | -57.7% | -28.4% |
| All | +48.3% | -1.7% | +49.9% | +40.0% |
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