+162.0%
OXY vs PODD
-55.6%
+217.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | 0.0% |
| 7D | +0.9% | -10.6% | +11.5% | +2.1% |
| 30D | +3.6% | -6.9% | +10.5% | +4.3% |
| 3M | +7.1% | -10.6% | +17.7% | +7.9% |
| 6M | +15.7% | -43.5% | +59.1% | +22.4% |
| YTD | +50.1% | -52.6% | +102.7% | +62.2% |
| 1Y | +34.1% | -60.1% | +94.2% | +47.8% |
| 3Y | -1.5% | -21.7% | +20.2% | -2.9% |
| 5Y | +162.0% | -54.6% | +216.5% | +190.1% |
| All | +162.0% | -55.6% | +217.6% | +190.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling