+45.9%
OXY vs AMRZ
-11.5%
+57.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +5.2% | -10.3% | -3.8% |
| 7D | -8.8% | +10.3% | -19.1% | -6.4% |
| 30D | -1.7% | +18.7% | -20.4% | +2.6% |
| 3M | +4.5% | -14.6% | +19.2% | +1.2% |
| 6M | -4.0% | -12.9% | +8.9% | -5.9% |
| YTD | +41.4% | -17.4% | +58.7% | +36.3% |
| 1Y | +45.9% | -12.3% | +58.2% | +40.5% |
| All | +45.9% | -11.5% | +57.4% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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