+1.0%
OXY vs PODD
-21.1%
+22.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.1% | +1.2% |
| 7D | +0.6% | -6.9% | +7.5% | +1.1% |
| 30D | +4.5% | -3.5% | +8.0% | +4.7% |
| 3M | +8.9% | -13.6% | +22.5% | +9.6% |
| 6M | +12.5% | -42.6% | +55.1% | +16.2% |
| YTD | +50.5% | -51.5% | +102.0% | +57.4% |
| 1Y | +38.6% | -60.9% | +99.5% | +47.8% |
| All | +1.0% | -21.1% | +22.1% | +3.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling