+5.9%
OXY vs OVV
+57.3%
-51.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.6% |
| 7D | +1.4% | -2.9% | +4.3% | +3.2% |
| 30D | +4.0% | +0.9% | +3.2% | +3.5% |
| 3M | +7.6% | +11.0% | -3.4% | +0.8% |
| 6M | +16.2% | +22.3% | -6.1% | +2.7% |
| YTD | +50.8% | +65.1% | -14.2% | +10.7% |
| 1Y | +34.7% | +53.1% | -18.4% | +3.1% |
| 3Y | -1.0% | +46.7% | -47.7% | -24.9% |
| 5Y | +163.2% | +155.5% | +7.7% | +31.2% |
| All | +5.9% | +57.3% | -51.4% | -64.7% |
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