+2.0%
OXY vs AMIX
-100.0%
+101.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -11.9% | -16.0% | +4.1% | -11.9% |
| 30D | -3.1% | -55.4% | +52.3% | -3.2% |
| 3M | +1.1% | -87.5% | +88.6% | +1.0% |
| 6M | +3.2% | -81.2% | +84.4% | +3.1% |
| YTD | +39.0% | -86.8% | +125.9% | +39.1% |
| 1Y | +42.7% | -91.6% | +134.3% | +42.9% |
| All | +2.0% | -100.0% | +101.9% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling