-3.5%
OXY vs DOCS
+47.6%
-51.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.1% | +0.1% |
| 7D | -11.9% | -0.8% | -11.1% | -11.9% |
| 30D | -3.1% | +17.4% | -20.6% | -3.4% |
| 3M | +1.1% | +57.4% | -56.3% | +0.3% |
| 6M | +3.2% | +26.5% | -23.3% | +2.8% |
| YTD | +39.0% | -26.6% | +65.6% | +40.9% |
| 1Y | +42.7% | -48.1% | +90.7% | +46.9% |
| 3Y | -3.5% | +52.6% | -56.2% | -5.2% |
| All | -3.5% | +47.6% | -51.1% | -5.2% |
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