+357.7%
IGV vs OXY
+7.5%
+350.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.3% |
| 7D | -2.9% | +2.8% | -5.8% | -3.3% |
| 30D | -1.5% | +5.5% | -7.0% | -2.2% |
| 3M | +11.7% | +11.3% | +0.4% | +9.8% |
| 6M | +18.4% | +11.6% | +6.8% | +16.1% |
| YTD | -3.9% | +51.6% | -55.5% | -10.0% |
| 1Y | -9.7% | +36.2% | -45.9% | -14.2% |
| 3Y | +38.4% | +1.7% | +36.7% | +35.3% |
| 5Y | +21.6% | +164.5% | -142.9% | +3.5% |
| All | +357.7% | +7.5% | +350.3% | +339.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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