+145.7%
OXY vs DUOL
+1.6%
+144.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | +2.8% | -7.0% | +9.8% | +3.3% |
| 30D | +5.5% | +6.7% | -1.3% | +4.9% |
| 3M | +11.3% | +16.0% | -4.7% | +9.8% |
| 6M | +11.6% | +45.4% | -33.8% | +8.2% |
| YTD | +51.6% | -18.1% | +69.7% | +52.5% |
| 1Y | +36.2% | -53.6% | +89.8% | +42.3% |
| 3Y | +1.7% | -11.0% | +12.7% | -1.0% |
| 5Y | +164.5% | -17.1% | +181.6% | +136.2% |
| All | +145.7% | +1.6% | +144.1% | +115.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DUOL.
Daily Out/Under-Performance
Portfolio return minus DUOL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUOL 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 DUOL 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