+160.6%
OXY vs AMC
-99.5%
+260.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.1% |
| 7D | -0.5% | -0.8% | +0.3% | -0.5% |
| 30D | +8.5% | -1.2% | +9.6% | +8.5% |
| 3M | +6.0% | +42.2% | -36.2% | +4.9% |
| 6M | +13.0% | +118.8% | -105.8% | +10.2% |
| YTD | +48.9% | +64.1% | -15.2% | +46.3% |
| 1Y | +36.4% | -9.5% | +46.0% | +36.3% |
| 3Y | -2.3% | -64.3% | +62.1% | -1.2% |
| 5Y | +160.6% | -99.5% | +260.1% | +236.0% |
| All | +160.6% | -99.5% | +260.1% | +236.0% |
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