-16.8%
DASH vs OXY
+82.3%
-99.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.0% | -3.5% | -1.7% |
| 7D | -2.8% | -5.8% | +3.1% | -2.3% |
| 30D | -9.3% | -5.3% | -3.9% | -9.0% |
| 3M | -15.1% | -2.5% | -12.5% | -15.1% |
| 6M | +8.7% | +8.3% | +0.4% | +6.7% |
| YTD | -21.3% | +40.3% | -61.6% | -26.9% |
| 1Y | -12.7% | +38.8% | -51.5% | -18.8% |
| 3Y | +103.8% | -1.4% | +105.2% | +96.8% |
| 5Y | -16.8% | +92.2% | -109.0% | -23.7% |
| All | -16.8% | +82.3% | -99.1% | -23.7% |
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 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