-26.4%
APP vs OXY
+42.1%
-68.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.6% | +3.3% | +4.2% |
| 7D | +4.6% | +4.2% | +0.4% | +6.8% |
| 30D | +56.0% | -4.3% | +60.4% | +54.7% |
| 3M | +30.8% | +2.3% | +28.6% | +33.7% |
| 6M | -9.8% | +5.5% | -15.3% | -4.4% |
| YTD | -39.3% | +44.9% | -84.2% | -29.2% |
| 1Y | -26.4% | +42.6% | -69.0% | -12.1% |
| All | -26.4% | +42.1% | -68.6% | -12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling