+459.6%
APLD vs OXY
+9.0%
+450.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.1% | -5.2% | -4.6% |
| 7D | +9.0% | +0.6% | +8.3% | +8.6% |
| 30D | -6.6% | +4.5% | -11.1% | -8.6% |
| 3M | -35.2% | +8.9% | -44.1% | -38.7% |
| 6M | +0.4% | +12.5% | -12.1% | -10.6% |
| YTD | +10.7% | +50.5% | -39.8% | -18.6% |
| 1Y | +78.6% | +38.6% | +39.9% | +35.4% |
| 3Y | +423.9% | -1.2% | +425.2% | +394.8% |
| All | +459.6% | +9.0% | +450.6% | +374.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling