+45.9%
OXY vs DHI
+9.6%
+36.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +8.1% | -13.2% | -3.1% |
| 7D | -8.8% | +9.8% | -18.6% | -6.4% |
| 30D | -1.7% | +17.8% | -19.5% | +2.7% |
| 3M | +4.5% | +4.7% | -0.2% | +6.3% |
| 6M | -4.0% | +10.0% | -14.0% | -0.8% |
| YTD | +41.4% | +10.0% | +31.4% | +45.1% |
| 1Y | +45.9% | +9.1% | +36.8% | +50.1% |
| All | +45.9% | +9.6% | +36.3% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 1y: compounded portfolio wealth divided by compounded DHI 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…
1y analysis · Full analysis span regression · 6 months rolling