+565.7%
AMZN vs OXY
+7.5%
+558.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.5% | +1.9% |
| 7D | -0.7% | +2.8% | -3.5% | -1.0% |
| 30D | -3.9% | +5.5% | -9.4% | -4.5% |
| 3M | +6.3% | +11.3% | -5.0% | +5.0% |
| 6M | +20.8% | +11.6% | +9.2% | +18.7% |
| YTD | +11.2% | +51.6% | -40.3% | +5.4% |
| 1Y | +11.7% | +36.2% | -24.5% | +7.0% |
| 3Y | +79.4% | +1.7% | +77.7% | +75.8% |
| 5Y | +48.0% | +164.5% | -116.4% | +32.3% |
| All | +565.7% | +7.5% | +558.2% | +634.4% |
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