-26.3%
APH vs OXY
+32.4%
-58.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.2% | -47.6% | -47.8% |
| 7D | -48.7% | +1.5% | -50.2% | -48.6% |
| 30D | -51.9% | +11.6% | -63.5% | -51.0% |
| 3M | -43.6% | +2.8% | -46.4% | -42.8% |
| 6M | -37.5% | +13.0% | -50.6% | -36.7% |
| YTD | -38.6% | +47.4% | -86.0% | -38.8% |
| 1Y | -26.3% | +31.5% | -57.8% | -25.3% |
| All | -26.3% | +32.4% | -58.7% | -25.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling