+277.6%
UNP vs OXY
+7.5%
+270.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | -1.8% | +2.8% | -4.6% | -2.4% |
| 30D | -2.7% | +5.5% | -8.2% | -3.8% |
| 3M | +6.5% | +11.3% | -4.8% | +3.9% |
| 6M | +14.4% | +11.6% | +2.8% | +10.9% |
| YTD | +24.8% | +51.6% | -26.8% | +13.2% |
| 1Y | +34.4% | +36.2% | -1.8% | +24.4% |
| 3Y | +43.6% | +1.7% | +41.9% | +39.1% |
| 5Y | +53.2% | +164.5% | -111.3% | +16.0% |
| All | +277.6% | +7.5% | +270.2% | +209.3% |
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