-29.3%
DASH vs OXY
+99.7%
-129.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -4.5% | +4.2% | -8.7% | -4.9% |
| 30D | -6.8% | -4.3% | -2.5% | -6.5% |
| 3M | -20.7% | +2.3% | -23.0% | -21.1% |
| 6M | +15.1% | +5.5% | +9.5% | +13.5% |
| YTD | -24.3% | +44.9% | -69.1% | -29.8% |
| 1Y | -12.1% | +42.6% | -54.7% | -18.4% |
| 3Y | +91.1% | +0.7% | +90.3% | +84.2% |
| All | -29.3% | +99.7% | -129.1% | -36.1% |
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