+367.9%
APP vs OXY
+159.0%
+208.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.4% |
| 7D | -4.4% | +0.6% | -5.0% | -4.5% |
| 30D | -10.0% | +4.5% | -14.5% | -10.7% |
| 3M | -41.4% | +8.9% | -50.3% | -42.6% |
| 6M | -41.0% | +12.5% | -53.5% | -43.1% |
| YTD | -54.7% | +50.5% | -105.2% | -59.3% |
| 1Y | -45.3% | +38.6% | -84.0% | -50.0% |
| 3Y | +624.3% | -1.2% | +625.5% | +599.1% |
| 5Y | +329.1% | +161.6% | +167.5% | +253.9% |
| All | +367.9% | +159.0% | +208.8% | +270.7% |
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