+4,770.1%
DELL vs OXY
+5.5%
+4,764.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.8% | +1.6% |
| 7D | +25.6% | -0.5% | +26.1% | +25.7% |
| 30D | +17.7% | +8.5% | +9.2% | +15.4% |
| 3M | +33.4% | +6.0% | +27.4% | +31.1% |
| 6M | +266.2% | +13.0% | +253.2% | +251.4% |
| YTD | +328.0% | +48.9% | +279.1% | +285.3% |
| 1Y | +339.6% | +36.4% | +303.2% | +302.6% |
| 3Y | +694.6% | -2.3% | +696.9% | +675.5% |
| 5Y | +1,122.0% | +160.6% | +961.4% | +850.8% |
| 10Y | +4,062.5% | +2.0% | +4,060.5% | +3,743.5% |
| All | +4,770.1% | +5.5% | +4,764.6% | +4,301.7% |
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 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