+17.3%
OXY vs DAR
+311.7%
-294.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.1% |
| 7D | +4.2% | +11.6% | -7.4% | -1.3% |
| 30D | -4.3% | -10.2% | +5.9% | +0.5% |
| 3M | +2.3% | -14.8% | +17.1% | +9.9% |
| 6M | +5.5% | -10.1% | +15.6% | +10.1% |
| YTD | +44.9% | +55.5% | -10.7% | +16.0% |
| 1Y | +42.6% | +61.7% | -19.1% | +11.5% |
| 3Y | +0.7% | +37.2% | -36.4% | -22.0% |
| 5Y | +96.9% | -26.9% | +123.8% | +104.0% |
| All | +17.3% | +311.7% | -294.4% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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