+527.5%
APP vs OXY
+149.4%
+378.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.6% | +3.3% | +3.8% |
| 7D | +4.6% | +4.2% | +0.4% | +3.9% |
| 30D | +56.0% | -4.3% | +60.4% | +56.6% |
| 3M | +30.8% | +2.3% | +28.6% | +29.6% |
| 6M | -9.8% | +5.5% | -15.3% | -11.7% |
| YTD | -39.3% | +44.9% | -84.2% | -45.3% |
| 1Y | -26.4% | +42.6% | -69.0% | -33.6% |
| 3Y | +887.9% | +0.7% | +887.2% | +847.1% |
| 5Y | +264.1% | +96.9% | +167.2% | +214.5% |
| All | +527.5% | +149.4% | +378.0% | +397.9% |
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