+935.8%
OXY vs AMT
+1,433.3%
-497.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -8.2% | +0.4% | -8.5% | -8.3% |
| 30D | -7.2% | +3.7% | -10.9% | -7.9% |
| 3M | +0.2% | +10.7% | -10.5% | -1.7% |
| 6M | +6.1% | +9.3% | -3.1% | +4.2% |
| YTD | +37.5% | +10.9% | +26.6% | +34.3% |
| 1Y | +37.7% | +10.5% | +27.1% | +34.5% |
| 3Y | -2.8% | +15.5% | -18.3% | -6.9% |
| 5Y | +77.6% | -20.6% | +98.2% | +79.4% |
| 10Y | +9.5% | +124.5% | -115.1% | -5.3% |
| All | +935.8% | +1,433.3% | -497.5% | +559.7% |
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 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