+96.2%
OXY vs PODD
+796.9%
-700.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.2% |
| 7D | +4.2% | +4.1% | +0.1% | +3.4% |
| 30D | -4.3% | +13.9% | -18.2% | -7.1% |
| 3M | +2.3% | +4.1% | -1.8% | +1.0% |
| 6M | +5.5% | +2.4% | +3.1% | +3.5% |
| YTD | +44.9% | -46.4% | +91.2% | +60.5% |
| 1Y | +42.6% | -54.2% | +96.8% | +62.8% |
| 3Y | +0.7% | -6.9% | +7.6% | -3.8% |
| 5Y | +96.9% | -51.6% | +148.4% | +107.2% |
| 10Y | +18.8% | +329.3% | -310.5% | -27.4% |
| All | +96.2% | +796.9% | -700.7% | -27.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling