+1.0%
OXY vs AG
+278.6%
-277.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +1.0% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | +4.5% | +12.5% | -7.9% | +3.9% |
| 3M | +8.9% | +28.2% | -19.3% | +7.3% |
| 6M | +12.5% | -18.8% | +31.3% | +13.9% |
| YTD | +50.5% | +27.4% | +23.1% | +45.7% |
| 1Y | +38.6% | +132.2% | -93.6% | +26.0% |
| All | +1.0% | +278.6% | -277.6% | -13.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling