+1,299.7%
OXY vs APA
+925.7%
+374.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.0% | +0.1% | +0.9% |
| 7D | +3.6% | +9.6% | -6.0% | -1.6% |
| 30D | -5.3% | -0.2% | -5.0% | -5.3% |
| 3M | +0.2% | +19.8% | -19.6% | -9.7% |
| 6M | +4.7% | +30.1% | -25.3% | -10.1% |
| YTD | +44.0% | +100.4% | -56.4% | -3.5% |
| 1Y | +42.1% | +105.2% | -63.2% | -6.3% |
| 3Y | +1.2% | +44.6% | -43.4% | -23.3% |
| 5Y | +95.7% | +88.8% | +6.9% | +24.0% |
| 10Y | +18.1% | +6.6% | +11.5% | -13.4% |
| All | +1,299.7% | +925.7% | +374.1% | +532.7% |
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