+121,072.3%
AAPL vs OXY
+1,393.8%
+119,678.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.5% |
| 7D | -3.0% | +0.6% | -3.6% | -3.1% |
| 30D | +2.3% | +4.5% | -2.2% | +1.2% |
| 3M | +8.6% | +8.9% | -0.3% | +6.1% |
| 6M | +21.6% | +12.5% | +9.1% | +16.9% |
| YTD | +16.3% | +50.5% | -34.2% | +4.2% |
| 1Y | +35.1% | +38.6% | -3.6% | +22.8% |
| 3Y | +79.4% | -1.2% | +80.6% | +73.9% |
| 5Y | +109.8% | +161.6% | -51.8% | +55.3% |
| 10Y | +1,237.1% | +5.3% | +1,231.8% | +934.3% |
| All | +121,072.3% | +1,393.8% | +119,678.5% | +47,559.0% |
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 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