+1,665.8%
AMAT vs OXY
+2.2%
+1,663.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.0% | +3.0% | +3.7% |
| 7D | +7.0% | -0.5% | +7.5% | +7.1% |
| 30D | -12.2% | +8.5% | -20.7% | -14.0% |
| 3M | -3.8% | +6.0% | -9.8% | -5.8% |
| 6M | +45.9% | +13.0% | +33.0% | +39.0% |
| YTD | +84.6% | +48.9% | +35.7% | +62.8% |
| 1Y | +193.4% | +36.4% | +157.0% | +163.5% |
| 3Y | +228.1% | -2.3% | +230.4% | +217.1% |
| 5Y | +268.9% | +160.6% | +108.3% | +167.6% |
| 10Y | +1,665.8% | +2.0% | +1,663.8% | +1,355.2% |
| All | +1,665.8% | +2.2% | +1,663.5% | +1,355.2% |
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