+654.7%
OXY vs OVV
+146.6%
+508.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -8.2% | -10.7% | +2.6% | -1.7% |
| 30D | -7.2% | -5.3% | -1.9% | -4.2% |
| 3M | +0.2% | +2.4% | -2.2% | -1.2% |
| 6M | +6.1% | +5.7% | +0.5% | +2.8% |
| YTD | +37.5% | +56.8% | -19.3% | +5.7% |
| 1Y | +37.7% | +59.3% | -21.6% | +4.6% |
| 3Y | -2.8% | +49.0% | -51.7% | -25.6% |
| 5Y | +77.6% | +88.1% | -10.5% | +10.9% |
| 10Y | +9.5% | +42.5% | -33.1% | -46.1% |
| All | +654.7% | +146.6% | +508.0% | +120.7% |
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 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