-2.2%
OXY vs AFRM
+235.6%
-237.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.8% |
| 7D | +1.6% | -7.0% | +8.5% | +1.9% |
| 30D | +11.6% | -7.8% | +19.4% | +11.9% |
| 3M | +2.8% | +5.3% | -2.5% | +2.2% |
| 6M | +13.0% | +42.6% | -29.6% | +9.8% |
| YTD | +47.4% | -2.8% | +50.2% | +47.0% |
| 1Y | +31.5% | -19.3% | +50.8% | +32.5% |
| All | -2.2% | +235.6% | -237.8% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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