+42.6%
OXY vs DOCN
+81.2%
-38.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.2% | +4.8% | +0.6% |
| 7D | +4.2% | +19.1% | -14.9% | +4.4% |
| 30D | -4.3% | -21.0% | +16.7% | -4.7% |
| 3M | +2.3% | -34.7% | +37.0% | +1.8% |
| 6M | +5.5% | -45.8% | +51.3% | +4.9% |
| YTD | +44.9% | +79.4% | -34.5% | +45.6% |
| 1Y | +42.6% | +91.0% | -48.4% | +43.5% |
| All | +42.6% | +81.2% | -38.6% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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