+6.4%
OXY vs AMP
+589.3%
-582.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | 0.0% |
| 7D | +2.8% | -0.5% | +3.4% | +3.2% |
| 30D | +5.5% | -1.3% | +6.8% | +6.1% |
| 3M | +11.3% | +24.2% | -12.9% | -4.0% |
| 6M | +11.6% | +24.6% | -13.0% | -4.8% |
| YTD | +51.6% | +14.8% | +36.7% | +34.8% |
| 1Y | +36.2% | +12.8% | +23.4% | +22.0% |
| 3Y | +1.7% | +69.0% | -67.3% | -33.5% |
| 5Y | +164.5% | +124.9% | +39.6% | +33.9% |
| All | +6.4% | +589.3% | -582.9% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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