-0.7%
OXY vs VIK
+225.3%
-226.0%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +1.1% |
| 7D | +0.6% | -0.8% | +1.4% | +0.6% |
| 30D | +4.5% | -18.0% | +22.6% | +4.9% |
| 3M | +8.9% | -5.8% | +14.7% | +8.5% |
| 6M | +12.5% | +17.2% | -4.7% | +9.0% |
| YTD | +50.5% | +19.1% | +31.3% | +44.4% |
| 1Y | +38.6% | +33.6% | +5.0% | +29.1% |
| All | -0.7% | +225.3% | -226.0% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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