+1,436.8%
OXY vs VICR
+11,356.8%
-9,920.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +2.9% | +0.2% |
| 7D | +0.9% | -0.4% | +1.3% | +0.9% |
| 30D | +3.6% | -15.6% | +19.1% | +5.3% |
| 3M | +7.1% | -35.4% | +42.5% | +10.8% |
| 6M | +15.7% | +1.3% | +14.4% | +10.2% |
| YTD | +50.1% | +62.5% | -12.3% | +33.0% |
| 1Y | +34.1% | +255.5% | -221.4% | +5.9% |
| 3Y | -1.5% | +182.0% | -183.5% | -24.0% |
| 5Y | +162.0% | +42.9% | +119.1% | +106.8% |
| 10Y | +5.1% | +1,494.0% | -1,489.0% | -42.1% |
| All | +1,436.8% | +11,356.8% | -9,920.0% | +587.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling