+636.7%
DELL vs OXY
-1.7%
+638.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.6% | -5.4% |
| 7D | -1.9% | +1.4% | -3.3% | -2.3% |
| 30D | +14.9% | +4.0% | +10.9% | +13.4% |
| 3M | +37.2% | +7.6% | +29.6% | +33.7% |
| 6M | +254.0% | +16.2% | +237.8% | +226.8% |
| YTD | +306.1% | +50.8% | +255.3% | +235.1% |
| 1Y | +312.3% | +34.7% | +277.6% | +256.0% |
| All | +636.7% | -1.7% | +638.3% | +559.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling