+319.1%
DELL vs OXY
+32.4%
+286.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.5% |
| 7D | +14.9% | +1.6% | +13.3% | +14.9% |
| 30D | +13.3% | +11.6% | +1.7% | +12.9% |
| 3M | +24.4% | +2.8% | +21.6% | +24.9% |
| 6M | +258.0% | +13.0% | +245.0% | +242.2% |
| YTD | +320.2% | +47.4% | +272.8% | +279.6% |
| 1Y | +319.1% | +31.5% | +287.6% | +292.9% |
| All | +319.1% | +32.4% | +286.7% | +292.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling