+6.4%
OXY vs AMCR
+14.6%
-8.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.2% |
| 7D | +2.8% | -6.3% | +9.1% | +5.7% |
| 30D | +5.5% | -7.8% | +13.3% | +9.1% |
| 3M | +11.3% | +7.5% | +3.8% | +6.4% |
| 6M | +11.6% | +2.7% | +8.9% | +6.4% |
| YTD | +51.6% | +6.0% | +45.5% | +41.5% |
| 1Y | +36.2% | +7.8% | +28.4% | +25.6% |
| 3Y | +1.7% | +5.8% | -4.1% | -8.2% |
| 5Y | +164.5% | -11.6% | +176.1% | +159.1% |
| All | +6.4% | +14.6% | -8.2% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 10y: compounded portfolio wealth divided by compounded AMCR 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…
10y analysis · Full analysis span regression · 6 months rolling