+161.6%
OXY vs APD
+25.2%
+136.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.3% |
| 7D | +0.6% | -4.6% | +5.2% | +2.0% |
| 30D | +4.5% | -4.2% | +8.7% | +5.8% |
| 3M | +8.9% | +5.0% | +3.9% | +7.0% |
| 6M | +12.5% | +8.9% | +3.5% | +9.2% |
| YTD | +50.5% | +21.9% | +28.6% | +40.9% |
| 1Y | +38.6% | +5.6% | +33.0% | +35.2% |
| 3Y | -1.2% | +6.9% | -8.1% | -5.2% |
| 5Y | +161.6% | +25.3% | +136.3% | +115.6% |
| All | +161.6% | +25.2% | +136.4% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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