+1,620.2%
OXY vs DHI
+12,501.5%
-10,881.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.2% |
| 7D | +2.8% | -3.4% | +6.2% | +3.5% |
| 30D | +5.5% | -5.4% | +10.9% | +6.4% |
| 3M | +11.3% | -10.4% | +21.8% | +13.0% |
| 6M | +11.6% | -2.8% | +14.4% | +10.6% |
| YTD | +51.6% | -3.4% | +55.0% | +50.1% |
| 1Y | +36.2% | -22.9% | +59.1% | +40.6% |
| 3Y | +1.7% | +20.7% | -19.0% | -5.8% |
| 5Y | +164.5% | +62.1% | +102.3% | +125.7% |
| 10Y | +6.1% | +410.4% | -404.4% | -27.0% |
| All | +1,620.2% | +12,501.5% | -10,881.2% | +719.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling