+61,451.9%
APH vs OXY
+1,636.6%
+59,815.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.2% | -47.6% | -47.7% |
| 7D | -48.7% | +1.5% | -50.2% | -48.9% |
| 30D | -51.9% | +11.6% | -63.5% | -53.3% |
| 3M | -43.6% | +2.8% | -46.4% | -44.2% |
| 6M | -37.5% | +13.0% | -50.6% | -40.4% |
| YTD | -38.6% | +47.4% | -86.0% | -45.5% |
| 1Y | -26.3% | +31.5% | -57.8% | -32.9% |
| 3Y | +89.2% | -1.9% | +91.1% | +82.7% |
| 5Y | +119.8% | +148.0% | -28.2% | +57.9% |
| 10Y | +454.3% | +2.3% | +452.0% | +318.0% |
| All | +61,451.9% | +1,636.6% | +59,815.4% | +30,655.5% |
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