-5.9%
OXY vs AMC
-97.5%
+91.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.6% |
| 7D | -0.2% | -2.8% | +2.7% | -0.1% |
| 30D | -6.4% | +14.0% | -20.4% | -7.0% |
| 3M | -2.6% | +42.5% | -45.1% | -4.5% |
| 6M | +4.8% | +142.6% | -137.8% | -0.7% |
| YTD | +41.2% | +119.2% | -78.1% | +33.6% |
| 1Y | +39.5% | +40.7% | -1.2% | +34.8% |
| 3Y | -0.8% | -57.3% | +56.5% | -1.6% |
| 5Y | +91.6% | -99.1% | +190.7% | +116.2% |
| 10Y | +15.7% | -98.7% | +114.5% | +2.2% |
| All | -5.9% | -97.5% | +91.7% | -32.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling