+34.7%
OXY vs IOVA
+244.9%
-210.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.7% | +0.3% |
| 7D | +1.4% | -6.4% | +7.8% | +1.5% |
| 30D | +4.0% | +25.4% | -21.4% | +3.7% |
| 3M | +7.6% | +115.3% | -107.7% | +6.9% |
| 6M | +16.2% | +56.5% | -40.3% | +16.5% |
| YTD | +50.8% | +198.2% | -147.3% | +45.6% |
| 1Y | +34.7% | +242.0% | -207.3% | +28.1% |
| All | +34.7% | +244.9% | -210.2% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 1y: compounded portfolio wealth divided by compounded IOVA 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…
1y analysis · Full analysis span regression · 6 months rolling