-6.3%
OXY vs APO
+1,753.5%
-1,759.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | +1.6% | -1.0% | +2.6% | +2.0% |
| 30D | +11.6% | +3.5% | +8.1% | +9.5% |
| 3M | +2.8% | +4.5% | -1.7% | -0.4% |
| 6M | +13.0% | +22.8% | -9.7% | +0.4% |
| YTD | +47.4% | -6.5% | +53.9% | +46.4% |
| 1Y | +31.5% | +0.8% | +30.6% | +24.9% |
| 3Y | -1.9% | +62.0% | -63.9% | -30.5% |
| 5Y | +148.0% | +138.2% | +9.7% | +36.7% |
| 10Y | +2.3% | +940.3% | -938.0% | -67.2% |
| All | -6.3% | +1,753.5% | -1,759.8% | -78.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling