+17.3%
OXY vs AMC
-98.8%
+116.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +0.7% |
| 7D | +4.2% | +3.5% | +0.7% | +4.0% |
| 30D | -4.3% | +12.5% | -16.8% | -4.9% |
| 3M | +2.3% | +23.6% | -21.3% | +1.1% |
| 6M | +5.5% | +144.4% | -138.8% | +0.2% |
| YTD | +44.9% | +108.3% | -63.5% | +37.8% |
| 1Y | +42.6% | +38.9% | +3.7% | +38.1% |
| 3Y | +0.7% | -58.9% | +59.6% | +0.1% |
| 5Y | +96.9% | -99.2% | +196.0% | +121.5% |
| All | +17.3% | -98.8% | +116.1% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling