+1,315.3%
AMAT vs OXY
+9.7%
+1,305.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -1.1% | +12.5% | +11.6% |
| 7D | -1.1% | -8.2% | +7.1% | +1.0% |
| 30D | -26.9% | -7.2% | -19.7% | -25.7% |
| 3M | -31.2% | +0.2% | -31.4% | -31.5% |
| 6M | -14.7% | +6.1% | -20.8% | -16.9% |
| YTD | +44.7% | +37.5% | +7.2% | +29.7% |
| 1Y | +62.0% | +37.7% | +24.3% | +44.8% |
| 3Y | +165.0% | -2.8% | +167.7% | +156.1% |
| 5Y | +147.1% | +77.6% | +69.5% | +98.0% |
| 10Y | +1,315.3% | +9.5% | +1,305.8% | +1,055.9% |
| All | +1,315.3% | +9.7% | +1,305.6% | +1,055.9% |
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