+1,878.4%
OXY vs VIAV
+3,306.1%
-1,427.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.6% | -3.1% | 0.0% |
| 7D | +2.8% | +11.2% | -8.3% | +1.4% |
| 30D | +5.5% | -10.1% | +15.6% | +6.5% |
| 3M | +11.3% | -22.9% | +34.2% | +13.6% |
| 6M | +11.6% | +28.8% | -17.2% | +5.2% |
| YTD | +51.6% | +117.5% | -65.9% | +32.1% |
| 1Y | +36.2% | +216.1% | -179.9% | +12.4% |
| 3Y | +1.7% | +292.2% | -290.5% | -19.7% |
| 5Y | +164.5% | +141.0% | +23.5% | +120.2% |
| 10Y | +6.1% | +414.6% | -408.6% | -19.1% |
| All | +1,878.4% | +3,306.1% | -1,427.7% | +969.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling