+8,077.9%
AMD vs OXY
+11.9%
+8,066.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +0.9% | +13.8% | +14.6% |
| 7D | +6.5% | -5.8% | +12.3% | +7.7% |
| 30D | -15.3% | -5.3% | -9.9% | -14.5% |
| 3M | +9.7% | -2.5% | +12.3% | +9.9% |
| 6M | +13.2% | +8.3% | +4.9% | +10.7% |
| YTD | +140.6% | +40.3% | +100.3% | +120.3% |
| 1Y | +111.2% | +38.8% | +72.3% | +93.5% |
| 3Y | +334.4% | -1.4% | +335.9% | +321.2% |
| 5Y | +268.3% | +92.2% | +176.1% | +213.8% |
| 10Y | +8,077.9% | +13.7% | +8,064.2% | +8,987.1% |
| All | +8,077.9% | +11.9% | +8,066.1% | +8,987.1% |
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