+228.4%
UNH vs OXY
+7.5%
+220.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.4% |
| 7D | -4.5% | +2.8% | -7.4% | -4.9% |
| 30D | -6.5% | +5.5% | -12.0% | -7.2% |
| 3M | -6.0% | +11.3% | -17.3% | -7.4% |
| 6M | +33.7% | +11.6% | +22.1% | +31.2% |
| YTD | +16.4% | +51.6% | -35.2% | +9.7% |
| 1Y | +10.1% | +36.2% | -26.1% | +5.0% |
| 3Y | -16.3% | +1.7% | -18.0% | -18.0% |
| 5Y | +2.1% | +164.5% | -162.4% | -14.8% |
| All | +228.4% | +7.5% | +220.9% | +191.1% |
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