+640.8%
APP vs OXY
-1.9%
+642.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -2.8% |
| 7D | +0.1% | -0.5% | +0.6% | +0.2% |
| 30D | -10.0% | +8.5% | -18.5% | -11.3% |
| 3M | -44.6% | +6.0% | -50.7% | -45.2% |
| 6M | -37.9% | +13.0% | -50.8% | -40.6% |
| YTD | -53.7% | +48.9% | -102.6% | -60.3% |
| 1Y | -43.0% | +36.4% | -79.4% | -49.5% |
| 3Y | +640.8% | -2.3% | +643.1% | +601.9% |
| All | +640.8% | -1.9% | +642.6% | +601.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling