+984.9%
OXY vs AMT
+1,439.7%
-454.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.3% | +2.1% |
| 7D | +3.6% | -2.2% | +5.8% | +4.0% |
| 30D | -5.3% | +5.8% | -11.0% | -6.2% |
| 3M | +0.2% | +12.6% | -12.4% | -1.9% |
| 6M | +4.7% | +8.3% | -3.6% | +3.0% |
| YTD | +44.0% | +11.4% | +32.6% | +40.5% |
| 1Y | +42.1% | +7.7% | +34.3% | +39.3% |
| 3Y | +1.2% | +14.8% | -13.6% | -3.0% |
| 5Y | +95.7% | -18.0% | +113.6% | +96.6% |
| 10Y | +18.1% | +133.0% | -114.9% | +1.6% |
| All | +984.9% | +1,439.7% | -454.8% | +590.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling