+38.6%
OXY vs OVV
+59.6%
-21.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.7% |
| 7D | +0.6% | -3.8% | +4.4% | +3.7% |
| 30D | +4.5% | +1.3% | +3.2% | +3.5% |
| 3M | +8.9% | +14.3% | -5.4% | -2.1% |
| 6M | +12.5% | +21.1% | -8.7% | -2.7% |
| YTD | +50.5% | +66.0% | -15.5% | +5.1% |
| 1Y | +38.6% | +59.3% | -20.7% | -1.0% |
| All | +38.6% | +59.6% | -21.0% | -1.0% |
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 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