+73.7%
AMAT vs OXY
+37.6%
+36.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.5% | +6.2% |
| 7D | +7.0% | -0.2% | +7.1% | +6.9% |
| 30D | -20.6% | -6.4% | -14.2% | -22.1% |
| 3M | -24.8% | -2.6% | -22.1% | -24.9% |
| 6M | -10.7% | +4.8% | -15.5% | -7.0% |
| YTD | +54.3% | +41.2% | +13.1% | +69.3% |
| 1Y | +73.7% | +39.5% | +34.2% | +93.3% |
| All | +73.7% | +37.6% | +36.1% | +93.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling