+54,149.7%
DHR vs OXY
+1,393.8%
+52,755.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.4% |
| 7D | -2.4% | +0.6% | -3.1% | -2.5% |
| 30D | -2.2% | +4.5% | -6.7% | -3.0% |
| 3M | +9.0% | +8.9% | +0.1% | +6.8% |
| 6M | +3.5% | +12.5% | -9.0% | +0.1% |
| YTD | -10.1% | +50.5% | -60.6% | -18.2% |
| 1Y | +6.2% | +38.6% | -32.4% | -2.0% |
| 3Y | -5.4% | -1.2% | -4.1% | -7.8% |
| 5Y | -27.9% | +161.6% | -189.5% | -44.4% |
| 10Y | +215.7% | +5.3% | +210.4% | +152.3% |
| All | +54,149.7% | +1,393.8% | +52,755.9% | +23,450.9% |
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 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