+78.9%
UBER vs OXY
+160.1%
-81.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -5.4% | +2.8% | -8.2% | -5.8% |
| 30D | -4.9% | +5.5% | -10.3% | -5.6% |
| 3M | +3.0% | +11.3% | -8.3% | +1.3% |
| 6M | -4.4% | +11.6% | -16.0% | -6.7% |
| YTD | -12.3% | +51.6% | -63.8% | -19.0% |
| 1Y | -24.3% | +36.2% | -60.5% | -28.9% |
| 3Y | +46.4% | +1.7% | +44.7% | +41.5% |
| All | +78.9% | +160.1% | -81.2% | +57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling