+1,214.1%
OXY vs AU
+751.1%
+463.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.3% | +4.5% | +0.9% |
| 7D | +1.4% | -7.0% | +8.3% | +2.6% |
| 30D | +4.0% | +7.3% | -3.2% | +2.5% |
| 3M | +7.6% | +33.2% | -25.6% | +1.6% |
| 6M | +16.2% | -0.6% | +16.8% | +13.3% |
| YTD | +50.8% | +26.2% | +24.7% | +39.9% |
| 1Y | +34.7% | +68.3% | -33.6% | +17.6% |
| 3Y | -1.0% | +592.1% | -593.1% | -36.3% |
| 5Y | +163.2% | +685.3% | -522.1% | +61.4% |
| 10Y | +5.5% | +682.5% | -677.0% | -42.8% |
| All | +1,214.1% | +751.1% | +463.0% | +508.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling