+11,477.5%
AMD vs OXY
+1,363.1%
+10,114.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +5.0% |
| 7D | +2.6% | +1.6% | +1.0% | +2.1% |
| 30D | -0.9% | +11.6% | -12.5% | -4.3% |
| 3M | -8.7% | +2.8% | -11.5% | -10.1% |
| 6M | +136.3% | +13.0% | +123.3% | +122.2% |
| YTD | +123.0% | +47.4% | +75.6% | +91.8% |
| 1Y | +195.2% | +31.5% | +163.7% | +161.8% |
| 3Y | +336.3% | -1.9% | +338.3% | +318.0% |
| 5Y | +334.5% | +148.0% | +186.5% | +196.5% |
| 10Y | +6,259.1% | +2.3% | +6,256.9% | +4,538.8% |
| All | +11,477.5% | +1,363.1% | +10,114.4% | +4,255.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling