+31.5%
OXY vs AG
+125.2%
-93.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.0% | -1.0% |
| 7D | +1.6% | +1.0% | +0.6% | +1.6% |
| 30D | +11.6% | +19.2% | -7.6% | +12.0% |
| 3M | +2.8% | +6.2% | -3.3% | +3.5% |
| 6M | +13.0% | -26.7% | +39.7% | +16.3% |
| YTD | +47.4% | +26.1% | +21.3% | +47.1% |
| 1Y | +31.5% | +131.7% | -100.2% | +32.7% |
| All | +31.5% | +125.2% | -93.7% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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