+31.5%
OXY vs AMIX
-81.0%
+112.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.9% |
| 7D | +1.6% | -13.7% | +15.3% | +1.6% |
| 30D | +11.6% | -62.1% | +73.6% | +11.4% |
| 3M | +2.8% | -46.2% | +49.0% | +0.4% |
| 6M | +13.0% | -46.4% | +59.5% | +11.0% |
| YTD | +47.4% | -60.3% | +107.6% | +44.0% |
| 1Y | +31.5% | -79.7% | +111.1% | +35.3% |
| All | +31.5% | -81.0% | +112.5% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling