+93.9%
OXY vs DOCS
-19.3%
+113.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -1.9% | +0.5% |
| 7D | -0.2% | -4.2% | +4.0% | 0.0% |
| 30D | -6.4% | +8.6% | -15.0% | -6.7% |
| 3M | -2.6% | +27.2% | -29.9% | -3.6% |
| 6M | +4.8% | +26.5% | -21.7% | +3.3% |
| YTD | +41.2% | -25.0% | +66.1% | +42.5% |
| 1Y | +39.5% | -37.0% | +76.5% | +42.1% |
| 3Y | -0.8% | +39.4% | -40.2% | -4.7% |
| 5Y | +91.6% | -56.7% | +148.2% | +89.0% |
| All | +93.9% | -19.3% | +113.2% | +90.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling