+147.9%
OXY vs INVH
-20.2%
+168.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +2.8% | -3.0% | +5.8% | +3.7% |
| 30D | +5.5% | -7.5% | +13.0% | +7.7% |
| 3M | +11.3% | -5.5% | +16.8% | +12.8% |
| 6M | +11.6% | +11.7% | -0.1% | +6.9% |
| YTD | +51.6% | +1.3% | +50.2% | +49.5% |
| 1Y | +36.2% | -6.1% | +42.3% | +37.9% |
| 3Y | +1.7% | -9.8% | +11.5% | +3.5% |
| All | +147.9% | -20.2% | +168.1% | +173.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 5y: compounded portfolio wealth divided by compounded INVH 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…
5y analysis · Full analysis span regression · 6 months rolling