+15.7%
OXY vs OVV
+51.8%
-36.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.4% | -1.3% |
| 7D | -0.2% | +1.2% | -1.4% | -1.0% |
| 30D | -6.4% | -2.5% | -3.8% | -4.9% |
| 3M | -2.6% | +0.5% | -3.1% | -3.0% |
| 6M | +4.8% | +8.5% | -3.7% | -0.5% |
| YTD | +41.2% | +64.5% | -23.3% | +3.5% |
| 1Y | +39.5% | +64.7% | -25.2% | +2.0% |
| 3Y | -0.8% | +54.1% | -55.0% | -27.2% |
| 5Y | +91.6% | +95.4% | -3.9% | +12.0% |
| 10Y | +15.7% | +54.9% | -39.2% | -63.0% |
| All | +15.7% | +51.8% | -36.1% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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