-20.0%
DASH vs OXY
+34.1%
-54.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.0% | -6.3% | -5.1% |
| 7D | -11.2% | -0.5% | -10.7% | -11.3% |
| 30D | -7.3% | +8.5% | -15.8% | -5.6% |
| 3M | +31.4% | +6.0% | +25.4% | +33.8% |
| 6M | +11.9% | +13.0% | -1.1% | +13.3% |
| YTD | -11.5% | +48.9% | -60.4% | -10.8% |
| 1Y | -20.0% | +36.4% | -56.4% | -16.7% |
| All | -20.0% | +34.1% | -54.2% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 1y: compounded portfolio wealth divided by compounded OXY 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…
1y analysis · Full analysis span regression · 6 months rolling