+45.9%
OXY vs VICR
+76.0%
-30.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -11.1% | +6.0% | -5.8% |
| 7D | -8.8% | -26.6% | +17.8% | -10.7% |
| 30D | -1.7% | -47.9% | +46.3% | -5.9% |
| 3M | +4.5% | -29.8% | +34.3% | +3.0% |
| 6M | -4.0% | -36.6% | +32.6% | -4.5% |
| YTD | +41.4% | +45.1% | -3.8% | +47.8% |
| 1Y | +45.9% | +80.0% | -34.1% | +52.4% |
| All | +45.9% | +76.0% | -30.1% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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