+100,756.0%
AMAT vs OXY
+1,280.2%
+99,475.9%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | -14.7% | -11.9% | -2.8% | -11.5% |
| 30D | -36.1% | -3.1% | -33.0% | -35.6% |
| 3M | -36.9% | +1.1% | -37.9% | -37.4% |
| 6M | -22.2% | +3.2% | -25.4% | -24.0% |
| YTD | +29.9% | +39.0% | -9.1% | +14.1% |
| 1Y | +43.3% | +42.7% | +0.6% | +24.5% |
| 3Y | +142.7% | -3.5% | +146.2% | +134.0% |
| 5Y | +126.2% | +81.3% | +44.9% | +72.1% |
| 10Y | +1,211.7% | +11.2% | +1,200.5% | +838.5% |
| All | +100,756.0% | +1,280.2% | +99,475.9% | +35,140.9% |
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 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