+243.9%
APLD vs OXY
+1.7%
+242.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.3% | -1.1% |
| 7D | -6.3% | -5.8% | -0.5% | -3.8% |
| 30D | -29.6% | -5.3% | -24.2% | -28.1% |
| 3M | -42.6% | -2.5% | -40.1% | -42.6% |
| 6M | -59.6% | +8.3% | -67.9% | -62.3% |
| YTD | -32.0% | +40.3% | -72.3% | -48.9% |
| 1Y | -46.9% | +38.8% | -85.8% | -60.1% |
| 3Y | +255.7% | -1.4% | +257.1% | +226.9% |
| All | +243.9% | +1.7% | +242.3% | +198.3% |
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 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