+1.7%
OXY vs VIAV
+293.0%
-291.3%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.6% | -3.1% | +0.4% |
| 7D | +2.8% | +11.2% | -8.3% | +2.5% |
| 30D | +5.5% | -10.1% | +15.6% | +5.7% |
| 3M | +11.3% | -22.9% | +34.2% | +12.1% |
| 6M | +11.6% | +28.8% | -17.2% | +8.3% |
| YTD | +51.6% | +117.5% | -65.9% | +38.8% |
| 1Y | +36.2% | +216.1% | -179.9% | +18.3% |
| 3Y | +1.7% | +292.2% | -290.5% | -4.7% |
| All | +1.7% | +293.0% | -291.3% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 3y: compounded portfolio wealth divided by compounded VIAV 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…
3y analysis · Full analysis span regression · 6 months rolling