+203.8%
DHR vs OXY
+7.5%
+196.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.2% |
| 7D | -3.6% | +2.8% | -6.5% | -3.9% |
| 30D | -2.7% | +5.5% | -8.2% | -3.2% |
| 3M | +10.9% | +11.3% | -0.4% | +9.7% |
| 6M | +3.0% | +11.6% | -8.6% | +1.5% |
| YTD | -12.2% | +51.6% | -63.8% | -16.3% |
| 1Y | +3.3% | +36.2% | -32.9% | -0.5% |
| 3Y | -8.2% | +1.7% | -9.9% | -9.9% |
| 5Y | -29.9% | +164.5% | -194.4% | -36.8% |
| All | +203.8% | +7.5% | +196.3% | +204.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling