+17.3%
OXY vs RVTY
+211.6%
-194.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +1.1% |
| 7D | +4.2% | -0.5% | +4.7% | +4.3% |
| 30D | -4.3% | +1.5% | -5.9% | -5.1% |
| 3M | +2.3% | +31.5% | -29.2% | -6.7% |
| 6M | +5.5% | +62.7% | -57.1% | -10.7% |
| YTD | +44.9% | +60.0% | -15.1% | +20.8% |
| 1Y | +42.6% | +65.7% | -23.1% | +17.1% |
| 3Y | +0.7% | +85.2% | -84.5% | -23.6% |
| 5Y | +96.9% | -14.9% | +111.7% | +94.7% |
| All | +17.3% | +211.6% | -194.3% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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