+1,362.0%
AMAT vs OXY
+18.8%
+1,343.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.0% | -5.6% | -4.1% |
| 7D | +19.3% | +3.6% | +15.7% | +18.3% |
| 30D | -17.9% | -5.3% | -12.7% | -16.9% |
| 3M | -30.4% | +0.2% | -30.6% | -30.7% |
| 6M | -11.4% | +4.7% | -16.2% | -13.4% |
| YTD | +48.8% | +44.0% | +4.7% | +31.9% |
| 1Y | +66.0% | +42.1% | +24.0% | +47.4% |
| 3Y | +158.8% | +1.2% | +157.6% | +147.8% |
| 5Y | +153.2% | +95.7% | +57.5% | +98.1% |
| All | +1,362.0% | +18.8% | +1,343.2% | +1,091.6% |
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 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