+124.8%
AAPL vs OXY
+157.9%
-33.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.3% | +3.5% |
| 7D | -0.5% | +1.4% | -1.9% | -0.7% |
| 30D | +7.1% | +4.0% | +3.1% | +6.4% |
| 3M | +12.1% | +7.6% | +4.5% | +10.6% |
| 6M | +25.4% | +16.2% | +9.2% | +21.2% |
| YTD | +20.5% | +50.8% | -30.4% | +10.4% |
| 1Y | +44.5% | +34.7% | +9.8% | +35.0% |
| 3Y | +85.8% | -1.0% | +86.8% | +78.4% |
| 5Y | +124.8% | +163.2% | -38.4% | +89.0% |
| All | +124.8% | +157.9% | -33.2% | +89.0% |
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