+1.7%
OXY vs AU
+577.5%
-575.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.5% |
| 7D | +2.8% | -4.3% | +7.1% | +2.8% |
| 30D | +5.5% | +7.3% | -1.9% | +5.5% |
| 3M | +11.3% | +26.3% | -15.0% | +11.5% |
| 6M | +11.6% | +1.8% | +9.8% | +12.1% |
| YTD | +51.6% | +26.8% | +24.7% | +49.8% |
| 1Y | +36.2% | +66.7% | -30.5% | +31.7% |
| 3Y | +1.7% | +579.1% | -577.4% | -15.3% |
| All | +1.7% | +577.5% | -575.8% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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