+17.3%
OXY vs OVV
+58.9%
-41.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.1% |
| 7D | +4.2% | +8.0% | -3.8% | -0.8% |
| 30D | -4.3% | -2.0% | -2.3% | -3.2% |
| 3M | +2.3% | +5.4% | -3.1% | -1.1% |
| 6M | +5.5% | +14.3% | -8.7% | -3.0% |
| YTD | +44.9% | +69.4% | -24.6% | +4.3% |
| 1Y | +42.6% | +72.4% | -29.8% | +1.3% |
| 3Y | +0.7% | +58.4% | -57.6% | -27.3% |
| 5Y | +96.9% | +106.1% | -9.2% | +11.3% |
| All | +17.3% | +58.9% | -41.5% | -62.7% |
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