+308.1%
IVV vs OXY
+14.3%
+293.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.7% |
| 7D | -0.6% | -5.8% | +5.2% | +0.3% |
| 30D | -3.7% | -5.3% | +1.7% | -2.9% |
| 3M | -2.7% | -2.5% | -0.2% | -2.6% |
| 6M | +2.2% | +8.3% | -6.0% | +0.3% |
| YTD | +10.9% | +40.3% | -29.4% | +3.4% |
| 1Y | +11.3% | +38.8% | -27.5% | +3.9% |
| 3Y | +76.9% | -1.4% | +78.3% | +72.7% |
| 5Y | +73.5% | +92.2% | -18.7% | +48.0% |
| All | +308.1% | +14.3% | +293.8% | +252.9% |
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