+97.5%
OXY vs VO
+36.2%
+61.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +4.2% | +3.1% | +1.1% | +2.0% |
| 30D | -4.3% | +2.2% | -6.5% | -6.0% |
| 3M | +2.3% | -2.5% | +4.8% | +3.8% |
| 6M | +5.5% | +7.0% | -1.4% | -0.4% |
| YTD | +44.9% | +14.0% | +30.9% | +29.2% |
| 1Y | +42.6% | +15.6% | +27.0% | +25.7% |
| 3Y | +0.7% | +66.2% | -65.4% | -33.5% |
| All | +97.5% | +36.2% | +61.3% | +57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 5y: compounded portfolio wealth divided by compounded VO 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…
5y analysis · Full analysis span regression · 6 months rolling