+257,669.3%
AMZN vs OXY
+1,197.2%
+256,472.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.0% |
| 7D | -1.0% | +0.6% | -1.7% | -1.2% |
| 30D | -9.2% | +4.5% | -13.8% | -10.1% |
| 3M | +3.4% | +8.9% | -5.5% | +1.1% |
| 6M | +18.2% | +12.5% | +5.8% | +13.9% |
| YTD | +9.3% | +50.5% | -41.1% | -1.4% |
| 1Y | +5.9% | +38.6% | -32.7% | -3.1% |
| 3Y | +82.6% | -1.2% | +83.8% | +77.1% |
| 5Y | +44.9% | +161.6% | -116.8% | +9.7% |
| 10Y | +564.1% | +5.3% | +558.8% | +436.5% |
| All | +257,669.3% | +1,197.2% | +256,472.2% | +115,012.5% |
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 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