-0.5%
UNH vs OXY
+160.1%
-160.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.4% |
| 7D | -4.5% | +2.8% | -7.4% | -4.7% |
| 30D | -6.5% | +5.5% | -12.0% | -6.9% |
| 3M | -6.0% | +11.3% | -17.3% | -6.7% |
| 6M | +33.7% | +11.6% | +22.1% | +32.2% |
| YTD | +16.4% | +51.6% | -35.2% | +12.4% |
| 1Y | +10.1% | +36.2% | -26.1% | +7.0% |
| 3Y | -16.3% | +1.7% | -18.0% | -16.8% |
| All | -0.5% | +160.1% | -160.6% | -8.4% |
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