+16.6%
OXY vs OVV
+57.6%
-41.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.2% | +0.6% |
| 7D | +3.6% | +6.5% | -2.9% | -0.5% |
| 30D | -5.3% | -2.7% | -2.6% | -3.7% |
| 3M | +0.2% | +3.1% | -2.9% | -1.8% |
| 6M | +4.7% | +12.8% | -8.1% | -2.9% |
| YTD | +44.0% | +68.1% | -24.1% | +4.1% |
| 1Y | +42.1% | +73.6% | -31.6% | +0.5% |
| 3Y | +1.2% | +57.6% | -56.4% | -26.8% |
| 5Y | +95.7% | +104.5% | -8.8% | +11.2% |
| All | +16.6% | +57.6% | -41.0% | -62.8% |
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