+80.1%
IVV vs OXY
-3.3%
+83.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.3% |
| 7D | +0.1% | +1.6% | -1.5% | -0.1% |
| 30D | +0.1% | +11.6% | -11.5% | -1.2% |
| 3M | +2.0% | +2.8% | -0.8% | +1.7% |
| 6M | +13.0% | +13.0% | 0.0% | +10.1% |
| YTD | +13.6% | +47.4% | -33.8% | +4.6% |
| 1Y | +20.1% | +31.5% | -11.4% | +13.1% |
| All | +80.1% | -3.3% | +83.4% | +70.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling