+48.9%
APH vs OXY
+34.1%
+14.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.0% |
| 7D | +0.2% | -0.5% | +0.7% | +0.1% |
| 30D | -3.3% | +8.5% | -11.8% | -1.9% |
| 3M | +14.0% | +6.0% | +8.0% | +16.3% |
| 6M | +24.4% | +13.0% | +11.5% | +26.4% |
| YTD | +21.4% | +48.9% | -27.5% | +21.8% |
| 1Y | +48.9% | +36.4% | +12.5% | +51.3% |
| All | +48.9% | +34.1% | +14.8% | +51.3% |
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