+1.2%
OXY vs DBX
+25.2%
-24.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.1% |
| 7D | +1.4% | -1.8% | +3.2% | +1.5% |
| 30D | +4.0% | +2.8% | +1.2% | +3.7% |
| 3M | +7.6% | +26.8% | -19.2% | +4.6% |
| 6M | +16.2% | +32.8% | -16.6% | +11.8% |
| YTD | +50.8% | +26.1% | +24.7% | +46.1% |
| 1Y | +34.7% | +14.1% | +20.6% | +32.4% |
| All | +1.2% | +25.2% | -24.0% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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