+2,926.4%
V vs OXY
+39.7%
+2,886.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -0.7% |
| 7D | -1.7% | +1.6% | -3.3% | -2.1% |
| 30D | +2.0% | +11.6% | -9.6% | -0.8% |
| 3M | +17.4% | +2.8% | +14.6% | +16.0% |
| 6M | +17.5% | +13.0% | +4.5% | +12.8% |
| YTD | +7.6% | +47.4% | -39.8% | -3.7% |
| 1Y | +7.7% | +31.5% | -23.8% | -1.2% |
| 3Y | +54.7% | -1.9% | +56.6% | +49.5% |
| 5Y | +73.0% | +148.0% | -74.9% | +24.3% |
| 10Y | +390.9% | +2.3% | +388.6% | +275.9% |
| All | +2,926.4% | +39.7% | +2,886.8% | +1,625.6% |
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