+264.6%
AMD vs OXY
+99.7%
+164.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.6% | -9.4% | -8.9% |
| 7D | +18.9% | +4.2% | +14.7% | +17.9% |
| 30D | -6.4% | -4.3% | -2.1% | -5.6% |
| 3M | +10.6% | +2.3% | +8.3% | +9.7% |
| 6M | +19.9% | +5.5% | +14.3% | +17.5% |
| YTD | +149.4% | +44.9% | +104.5% | +117.5% |
| 1Y | +115.4% | +42.6% | +72.8% | +88.5% |
| 3Y | +357.3% | +0.7% | +356.5% | +329.3% |
| All | +264.6% | +99.7% | +164.8% | +196.5% |
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