+9.2%
OXY vs AMIX
-99.9%
+109.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -0.5% | -3.4% | +2.9% | -0.5% |
| 30D | +8.5% | -54.4% | +62.9% | +8.5% |
| 3M | +6.0% | -45.7% | +51.7% | +5.9% |
| 6M | +13.0% | -49.2% | +62.1% | +13.0% |
| YTD | +48.9% | -60.3% | +109.2% | +49.0% |
| 1Y | +36.4% | -81.4% | +117.8% | +37.0% |
| All | +9.2% | -99.9% | +109.1% | +13.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling