+268.6%
ARM vs OXY
+1.6%
+267.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.6% | -5.2% | -4.7% |
| 7D | +9.1% | +4.2% | +4.9% | +8.4% |
| 30D | -19.9% | -4.3% | -15.6% | -19.5% |
| 3M | -31.6% | +2.3% | -33.9% | -32.2% |
| 6M | -13.9% | +5.5% | -19.4% | -15.4% |
| YTD | +74.3% | +44.9% | +29.4% | +43.6% |
| 1Y | +35.8% | +42.6% | -6.8% | +12.6% |
| 3Y | +268.6% | +0.7% | +267.9% | +243.9% |
| All | +268.6% | +1.6% | +267.0% | +243.9% |
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