+0.7%
OXY vs DOCS
+39.4%
-38.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | +4.2% | +2.6% | +1.7% | +4.2% |
| 30D | -4.3% | +11.4% | -15.8% | -4.5% |
| 3M | +2.3% | +25.4% | -23.1% | +2.0% |
| 6M | +5.5% | +42.5% | -37.0% | +4.9% |
| YTD | +44.9% | -24.7% | +69.6% | +46.8% |
| 1Y | +42.6% | -32.9% | +75.5% | +45.3% |
| 3Y | +0.7% | +39.6% | -38.9% | -0.9% |
| All | +0.7% | +39.4% | -38.6% | -0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling