+5.9%
OXY vs APA
-2.8%
+8.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.7% |
| 7D | +1.4% | +0.8% | +0.6% | +0.8% |
| 30D | +4.0% | +9.6% | -5.6% | -2.2% |
| 3M | +7.6% | +18.0% | -10.4% | -3.8% |
| 6M | +16.2% | +41.9% | -25.7% | -8.4% |
| YTD | +50.8% | +86.3% | -35.5% | -0.7% |
| 1Y | +34.7% | +97.9% | -63.2% | -15.7% |
| 3Y | -1.0% | +12.8% | -13.8% | -16.4% |
| 5Y | +163.2% | +177.2% | -14.0% | +15.3% |
| All | +5.9% | -2.8% | +8.7% | -35.0% |
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