+45.9%
OXY vs DOCS
-47.4%
+93.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +6.3% | -11.5% | -4.7% |
| 7D | -8.8% | +1.2% | -10.0% | -8.6% |
| 30D | -1.7% | +21.3% | -23.0% | -0.3% |
| 3M | +4.5% | +58.4% | -53.8% | +8.2% |
| 6M | -4.0% | +39.3% | -43.3% | -1.1% |
| YTD | +41.4% | -21.7% | +63.1% | +35.8% |
| 1Y | +45.9% | -47.3% | +93.2% | +38.9% |
| All | +45.9% | -47.4% | +93.3% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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