+1.7%
OXY vs LVS
-7.9%
+9.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | +2.8% | -3.5% | +6.3% | +3.5% |
| 30D | +5.5% | -6.2% | +11.7% | +6.5% |
| 3M | +11.3% | -14.8% | +26.1% | +14.4% |
| 6M | +11.6% | -20.9% | +32.5% | +15.8% |
| YTD | +51.6% | -33.0% | +84.6% | +63.2% |
| 1Y | +36.2% | -20.0% | +56.2% | +38.8% |
| 3Y | +1.7% | -6.9% | +8.6% | -3.1% |
| All | +1.7% | -7.9% | +9.6% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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