+38.8%
OXY vs AMC
+43.0%
-4.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.3% | +2.2% |
| 7D | -5.8% | +5.5% | -11.3% | -5.2% |
| 30D | -5.3% | +16.1% | -21.4% | -3.8% |
| 3M | -2.5% | +43.0% | -45.5% | +1.1% |
| 6M | +8.3% | +130.7% | -122.4% | +19.7% |
| YTD | +40.3% | +121.8% | -81.5% | +57.8% |
| 1Y | +38.8% | +40.7% | -1.8% | +62.1% |
| All | +38.8% | +43.0% | -4.1% | +62.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling