+42.6%
OXY vs OVV
+75.5%
-32.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | 0.0% |
| 7D | +4.2% | +8.0% | -3.8% | -2.2% |
| 30D | -4.3% | -2.0% | -2.3% | -2.9% |
| 3M | +2.3% | +5.4% | -3.1% | -2.3% |
| 6M | +5.5% | +14.3% | -8.7% | -5.9% |
| YTD | +44.9% | +69.4% | -24.6% | -3.0% |
| 1Y | +42.6% | +72.4% | -29.8% | -5.7% |
| All | +42.6% | +75.5% | -32.9% | -5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling