+1,332.5%
OXY vs APA
+815.8%
+516.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | +0.8% |
| 7D | +1.6% | +0.5% | +1.0% | +1.2% |
| 30D | +11.6% | +23.4% | -11.8% | -1.1% |
| 3M | +2.8% | +12.7% | -9.9% | -4.2% |
| 6M | +13.0% | +39.4% | -26.4% | -6.8% |
| YTD | +47.4% | +79.0% | -31.6% | +5.4% |
| 1Y | +31.5% | +88.8% | -57.4% | -9.7% |
| 3Y | -1.9% | +6.4% | -8.3% | -11.6% |
| 5Y | +148.0% | +153.0% | -5.0% | +33.7% |
| 10Y | +2.3% | +7.5% | -5.3% | -25.0% |
| All | +1,332.5% | +815.8% | +516.7% | +591.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling