+1.0%
OXY vs APO
+54.4%
-53.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | +0.6% | -1.0% | +1.6% | +0.8% |
| 30D | +4.5% | -0.4% | +4.9% | +4.4% |
| 3M | +8.9% | -0.9% | +9.8% | +8.7% |
| 6M | +12.5% | +22.1% | -9.7% | +7.3% |
| YTD | +50.5% | -8.4% | +58.9% | +53.2% |
| 1Y | +38.6% | -0.9% | +39.6% | +37.7% |
| All | +1.0% | +54.4% | -53.4% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 3y: compounded portfolio wealth divided by compounded APO 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…
3y analysis · Full analysis span regression · 6 months rolling