+6.6%
DASH vs OXY
+236.6%
-230.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | -4.6% | +2.8% | -7.5% | -5.0% |
| 30D | -5.0% | +5.5% | -10.4% | -5.6% |
| 3M | +30.6% | +11.3% | +19.3% | +28.3% |
| 6M | +19.2% | +11.6% | +7.6% | +16.2% |
| YTD | -10.8% | +51.6% | -62.4% | -17.6% |
| 1Y | -22.4% | +36.2% | -58.6% | -27.1% |
| 3Y | +142.5% | +1.7% | +140.8% | +135.0% |
| 5Y | -4.0% | +164.5% | -168.5% | -21.1% |
| All | +6.6% | +236.6% | -230.0% | -23.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling