+45.9%
OXY vs AMT
+13.5%
+32.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +4.0% | -9.2% | -5.2% |
| 7D | -8.8% | +6.0% | -14.8% | -9.0% |
| 30D | -1.7% | +20.1% | -21.8% | -2.3% |
| 3M | +4.5% | +12.4% | -7.8% | +4.2% |
| 6M | -4.0% | +9.9% | -13.9% | -4.2% |
| YTD | +41.4% | +14.4% | +27.0% | +38.7% |
| 1Y | +45.9% | +12.4% | +33.4% | +43.7% |
| All | +45.9% | +13.5% | +32.4% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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