-0.2%
DASH vs OXY
+150.1%
-150.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.0% | -6.3% | -5.4% |
| 7D | -11.2% | -0.5% | -10.7% | -11.1% |
| 30D | -7.3% | +8.5% | -15.8% | -8.1% |
| 3M | +31.4% | +6.0% | +25.4% | +30.3% |
| 6M | +11.9% | +13.0% | -1.1% | +9.3% |
| YTD | -11.5% | +48.9% | -60.4% | -17.2% |
| 1Y | -20.0% | +36.4% | -56.4% | -24.3% |
| 3Y | +143.9% | -2.3% | +146.2% | +137.5% |
| 5Y | -0.2% | +160.6% | -160.9% | +0.8% |
| All | -0.2% | +150.1% | -150.3% | +0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling