+132,206.2%
APH vs OXY
+1,636.6%
+130,569.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.1% |
| 7D | +5.0% | +1.6% | +3.4% | +4.6% |
| 30D | -3.9% | +11.6% | -15.5% | -6.6% |
| 3M | +13.0% | +2.8% | +10.2% | +11.6% |
| 6M | +25.2% | +13.0% | +12.1% | +19.5% |
| YTD | +22.9% | +47.4% | -24.4% | +9.2% |
| 1Y | +47.8% | +31.5% | +16.4% | +34.7% |
| 3Y | +283.0% | -1.9% | +285.0% | +269.6% |
| 5Y | +349.7% | +148.0% | +201.7% | +223.0% |
| 10Y | +1,061.2% | +2.3% | +1,059.0% | +775.4% |
| All | +132,206.2% | +1,636.6% | +130,569.6% | +65,987.1% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling