+45.9%
OXY vs DKS
-29.5%
+75.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +7.7% | -12.8% | -4.7% |
| 7D | -8.8% | +8.4% | -17.2% | -8.4% |
| 30D | -1.7% | +7.7% | -9.4% | -1.3% |
| 3M | +4.5% | -25.8% | +30.3% | +3.2% |
| 6M | -4.0% | -31.0% | +27.0% | -5.8% |
| YTD | +41.4% | -23.8% | +65.2% | +36.6% |
| 1Y | +45.9% | -29.8% | +75.7% | +43.4% |
| All | +45.9% | -29.5% | +75.4% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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