+143.3%
DELL vs OXY
+45.4%
+98.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.1% | -3.7% | -8.9% |
| 7D | -24.6% | -8.8% | -15.8% | -24.8% |
| 30D | -32.5% | -1.7% | -30.8% | -32.3% |
| 3M | -20.2% | +4.5% | -24.7% | -19.9% |
| 6M | +76.5% | -4.0% | +80.5% | +79.3% |
| YTD | +198.9% | +41.4% | +157.5% | +167.7% |
| 1Y | +143.3% | +45.9% | +97.4% | +116.7% |
| All | +143.3% | +45.4% | +98.0% | +116.7% |
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 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