+45.9%
OXY vs VEU
+17.0%
+28.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.0% | -7.1% | -3.9% |
| 7D | -8.8% | +0.2% | -9.0% | -8.5% |
| 30D | -1.7% | -2.1% | +0.4% | -2.7% |
| 3M | +4.5% | -2.7% | +7.2% | +3.2% |
| 6M | -4.0% | +3.2% | -7.2% | -1.1% |
| YTD | +41.4% | +12.6% | +28.8% | +46.6% |
| 1Y | +45.9% | +17.1% | +28.8% | +50.1% |
| All | +45.9% | +17.0% | +28.9% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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