+76.7%
OXY vs AMC
-99.3%
+176.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | 0.0% |
| 7D | -11.9% | +2.6% | -14.5% | -11.9% |
| 30D | -3.1% | +9.0% | -12.2% | -3.3% |
| 3M | +1.1% | +22.2% | -21.1% | +0.7% |
| 6M | +3.2% | +91.5% | -88.2% | +1.6% |
| YTD | +39.0% | +101.3% | -62.2% | +36.4% |
| 1Y | +42.7% | +20.8% | +21.9% | +41.9% |
| 3Y | -3.5% | -71.3% | +67.8% | -1.0% |
| All | +76.7% | -99.3% | +176.0% | +116.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling