+17.3%
OXY vs APA
+8.7%
+8.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.5% |
| 7D | +4.2% | +8.5% | -4.3% | -1.2% |
| 30D | -4.3% | +2.8% | -7.1% | -6.3% |
| 3M | +2.3% | +21.7% | -19.4% | -10.4% |
| 6M | +5.5% | +32.6% | -27.1% | -12.9% |
| YTD | +44.9% | +103.7% | -58.8% | -10.3% |
| 1Y | +42.6% | +101.8% | -59.2% | -11.5% |
| 3Y | +0.7% | +48.1% | -47.3% | -28.9% |
| 5Y | +96.9% | +91.9% | +5.0% | +10.3% |
| All | +17.3% | +8.7% | +8.6% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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