+6.4%
OXY vs PODD
+223.0%
-216.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.8% |
| 7D | +2.8% | -10.5% | +13.4% | +4.5% |
| 30D | +5.5% | -9.0% | +14.5% | +6.9% |
| 3M | +11.3% | -11.5% | +22.9% | +12.6% |
| 6M | +11.6% | -44.7% | +56.3% | +20.9% |
| YTD | +51.6% | -53.6% | +105.1% | +68.7% |
| 1Y | +36.2% | -61.0% | +97.2% | +55.6% |
| 3Y | +1.7% | -24.7% | +26.4% | +0.8% |
| 5Y | +164.5% | -55.5% | +220.0% | +180.7% |
| All | +6.4% | +223.0% | -216.5% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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