+262.1%
APH vs OXY
-5.9%
+268.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.1% | +4.1% |
| 7D | -5.9% | -11.9% | +6.0% | -5.1% |
| 30D | -14.8% | -3.1% | -11.7% | -14.6% |
| 3M | -12.4% | +1.1% | -13.5% | -12.7% |
| 6M | +8.1% | +3.2% | +4.8% | +7.5% |
| YTD | +10.9% | +39.0% | -28.1% | +1.5% |
| 1Y | +8.8% | +42.7% | -33.9% | -1.4% |
| 3Y | +262.1% | -3.5% | +265.6% | +248.5% |
| All | +262.1% | -5.9% | +268.0% | +248.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling