+161.6%
OXY vs APA
+177.1%
-15.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.0% | -1.9% | -0.8% |
| 7D | +0.6% | +0.3% | +0.3% | +0.4% |
| 30D | +4.5% | +9.3% | -4.8% | -1.3% |
| 3M | +8.9% | +23.3% | -14.4% | -4.9% |
| 6M | +12.5% | +39.5% | -27.0% | -9.4% |
| YTD | +50.5% | +87.6% | -37.1% | +0.5% |
| 1Y | +38.6% | +114.2% | -75.6% | -15.7% |
| 3Y | -1.2% | +13.6% | -14.8% | -14.7% |
| 5Y | +161.6% | +175.6% | -14.0% | +11.2% |
| All | +161.6% | +177.1% | -15.4% | +11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling