-2.2%
OXY vs AMC
-67.9%
+65.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.3% | -5.3% | -0.9% |
| 7D | +1.6% | +2.3% | -0.7% | +1.6% |
| 30D | +11.6% | -0.7% | +12.3% | +11.6% |
| 3M | +2.8% | +35.2% | -32.4% | +3.1% |
| 6M | +13.0% | +124.6% | -111.5% | +13.5% |
| YTD | +47.4% | +69.9% | -22.5% | +48.3% |
| 1Y | +31.5% | -2.6% | +34.1% | +33.0% |
| All | -2.2% | -67.9% | +65.7% | +1.5% |
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