+337.5%
AMD vs OXY
+150.6%
+187.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +4.9% |
| 7D | +2.6% | +1.6% | +1.0% | +2.2% |
| 30D | -0.9% | +11.6% | -12.5% | -3.4% |
| 3M | -8.7% | +2.8% | -11.5% | -9.5% |
| 6M | +136.3% | +13.0% | +123.3% | +124.4% |
| YTD | +123.0% | +47.4% | +75.6% | +94.4% |
| 1Y | +195.2% | +31.5% | +163.7% | +165.4% |
| 3Y | +336.3% | -1.9% | +338.3% | +313.6% |
| All | +337.5% | +150.6% | +187.0% | +236.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling