+8,520.0%
AMD vs OXY
+18.8%
+8,501.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.0% | +3.8% | +5.5% |
| 7D | +44.7% | +3.6% | +41.1% | +43.8% |
| 30D | -3.3% | -5.3% | +1.9% | -2.4% |
| 3M | +21.2% | +0.2% | +21.0% | +20.8% |
| 6M | +30.6% | +4.7% | +25.8% | +28.5% |
| YTD | +173.3% | +44.0% | +129.3% | +149.0% |
| 1Y | +126.1% | +42.1% | +84.0% | +106.3% |
| 3Y | +393.5% | +1.2% | +392.4% | +376.2% |
| 5Y | +295.8% | +95.7% | +200.1% | +235.9% |
| All | +8,520.0% | +18.8% | +8,501.2% | +9,429.0% |
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