+8,732.1%
AMD vs OXY
+3.7%
+8,728.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.1% | +2.0% | +2.8% |
| 7D | +14.0% | +0.6% | +13.4% | +13.9% |
| 30D | +11.0% | +4.5% | +6.5% | +10.0% |
| 3M | +9.6% | +8.9% | +0.7% | +7.5% |
| 6M | +157.1% | +12.5% | +144.6% | +147.9% |
| YTD | +143.3% | +50.5% | +92.8% | +120.3% |
| 1Y | +234.4% | +38.6% | +195.8% | +207.0% |
| 3Y | +391.2% | -1.2% | +392.4% | +376.3% |
| 5Y | +390.9% | +161.6% | +229.3% | +296.3% |
| 10Y | +8,732.1% | +5.3% | +8,726.8% | +9,318.1% |
| All | +8,732.1% | +3.7% | +8,728.4% | +9,318.1% |
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