+322.1%
IVV vs OXY
+3.7%
+318.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.6% |
| 7D | -0.4% | +0.6% | -1.0% | -0.5% |
| 30D | -1.4% | +4.5% | -5.9% | -2.1% |
| 3M | +3.7% | +8.9% | -5.2% | +2.0% |
| 6M | +13.0% | +12.5% | +0.6% | +10.0% |
| YTD | +12.4% | +50.5% | -38.0% | +3.9% |
| 1Y | +18.6% | +38.6% | -20.0% | +10.9% |
| 3Y | +78.1% | -1.2% | +79.3% | +74.0% |
| 5Y | +82.3% | +161.6% | -79.4% | +47.5% |
| 10Y | +322.1% | +5.3% | +316.8% | +266.6% |
| All | +322.1% | +3.7% | +318.4% | +266.6% |
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