+153.0%
DASH vs OXY
-2.9%
+155.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.7% | -4.6% |
| 7D | -10.6% | +1.6% | -12.2% | -10.6% |
| 30D | +2.2% | +11.6% | -9.4% | +1.5% |
| 3M | +32.3% | +2.8% | +29.5% | +32.1% |
| 6M | +19.1% | +13.0% | +6.1% | +16.3% |
| YTD | -6.5% | +47.4% | -53.9% | -13.6% |
| 1Y | -14.9% | +31.5% | -46.4% | -19.4% |
| All | +153.0% | -2.9% | +155.9% | +143.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling