-3.5%
OXY vs AMC
-71.5%
+67.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | +0.1% |
| 7D | -11.9% | +2.6% | -14.5% | -11.8% |
| 30D | -3.1% | +9.0% | -12.2% | -3.0% |
| 3M | +1.1% | +22.2% | -21.1% | +1.5% |
| 6M | +3.2% | +91.5% | -88.2% | +4.1% |
| YTD | +39.0% | +101.3% | -62.2% | +40.3% |
| 1Y | +42.7% | +20.8% | +21.9% | +44.9% |
| 3Y | -3.5% | -71.3% | +67.8% | +4.7% |
| All | -3.5% | -71.5% | +67.9% | +4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling