+304.3%
OXY vs VNQ
+386.3%
-81.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | 0.0% |
| 7D | +2.8% | -1.3% | +4.1% | +3.6% |
| 30D | +5.5% | -2.6% | +8.0% | +7.1% |
| 3M | +11.3% | -2.0% | +13.3% | +12.3% |
| 6M | +11.6% | +4.3% | +7.3% | +7.4% |
| YTD | +51.6% | +9.2% | +42.3% | +41.6% |
| 1Y | +36.2% | +5.6% | +30.6% | +30.1% |
| 3Y | +1.7% | +30.8% | -29.1% | -16.2% |
| 5Y | +164.5% | +8.0% | +156.5% | +142.9% |
| 10Y | +6.1% | +63.7% | -57.7% | -19.0% |
| All | +304.3% | +386.3% | -81.9% | +58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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