+36.2%
OXY vs VICR
+293.8%
-257.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.2% | -10.7% | +1.1% |
| 7D | +2.8% | +5.0% | -2.1% | +3.2% |
| 30D | +5.5% | -12.5% | +17.9% | +4.8% |
| 3M | +11.3% | -33.6% | +44.9% | +9.6% |
| 6M | +11.6% | +10.7% | +0.9% | +13.6% |
| YTD | +51.6% | +80.6% | -29.0% | +49.4% |
| 1Y | +36.2% | +288.4% | -252.2% | +26.8% |
| All | +36.2% | +293.8% | -257.6% | +26.8% |
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