+163.2%
OXY vs AVTR
-64.7%
+227.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.4% | -2.0% | +3.4% | +1.6% |
| 30D | +4.0% | +8.1% | -4.0% | +3.0% |
| 3M | +7.6% | +54.2% | -46.6% | +1.5% |
| 6M | +16.2% | +82.6% | -66.4% | +6.5% |
| YTD | +50.8% | +29.8% | +21.0% | +45.4% |
| 1Y | +34.7% | +18.0% | +16.7% | +30.3% |
| 3Y | -1.0% | -26.4% | +25.4% | +0.5% |
| 5Y | +163.2% | -64.8% | +228.0% | +170.8% |
| All | +163.2% | -64.7% | +227.9% | +170.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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