+134,607.8%
UNH vs OXY
+1,393.8%
+133,214.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.2% |
| 7D | -1.7% | +0.6% | -2.3% | -1.8% |
| 30D | -3.8% | +4.5% | -8.4% | -4.8% |
| 3M | -4.3% | +8.9% | -13.2% | -6.3% |
| 6M | +38.6% | +12.5% | +26.2% | +34.1% |
| YTD | +20.7% | +50.5% | -29.8% | +9.5% |
| 1Y | +16.0% | +38.6% | -22.6% | +6.7% |
| 3Y | -13.5% | -1.2% | -12.2% | -16.3% |
| 5Y | +3.5% | +161.6% | -158.1% | -23.2% |
| 10Y | +245.3% | +5.3% | +240.0% | +166.8% |
| All | +134,607.8% | +1,393.8% | +133,214.0% | +52,575.4% |
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 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