+0.7%
OXY vs VLTO
+57.1%
-56.3%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | -0.2% | +1.5% | -1.7% | -0.4% |
| 30D | -6.4% | +20.9% | -27.3% | -9.6% |
| 3M | -2.6% | +21.4% | -24.0% | -6.1% |
| 6M | +4.8% | +37.6% | -32.8% | -1.9% |
| YTD | +41.2% | +19.5% | +21.6% | +36.6% |
| 1Y | +39.5% | +22.0% | +17.5% | +34.0% |
| 3Y | -0.8% | +70.7% | -71.5% | -9.1% |
| All | +0.7% | +57.1% | -56.3% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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