+249.5%
APLD vs OXY
+4.3%
+245.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.0% | -7.4% | -6.2% |
| 7D | +19.6% | +3.6% | +16.0% | +17.8% |
| 30D | -24.5% | -5.3% | -19.2% | -22.9% |
| 3M | -45.6% | +0.2% | -45.8% | -46.2% |
| 6M | -61.4% | +4.7% | -66.2% | -63.4% |
| YTD | -30.9% | +44.0% | -74.9% | -48.7% |
| 1Y | -35.8% | +42.1% | -77.9% | -52.1% |
| 3Y | +261.4% | +1.2% | +260.2% | +228.5% |
| All | +249.5% | +4.3% | +245.1% | +199.8% |
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