+708.9%
OXY vs OVV
+162.8%
+546.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | +0.1% |
| 7D | +1.6% | +0.3% | +1.3% | +1.4% |
| 30D | +11.6% | +11.7% | -0.2% | +4.5% |
| 3M | +2.8% | +9.8% | -7.0% | -2.8% |
| 6M | +13.0% | +26.6% | -13.5% | -1.5% |
| YTD | +47.4% | +67.0% | -19.6% | +9.1% |
| 1Y | +31.5% | +55.9% | -24.4% | +0.9% |
| 3Y | -1.9% | +45.5% | -47.4% | -24.0% |
| 5Y | +148.0% | +157.3% | -9.4% | +28.9% |
| 10Y | +2.3% | +65.0% | -62.7% | -54.3% |
| All | +708.9% | +162.8% | +546.1% | +127.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling