+161.6%
OXY vs VO
+42.2%
+119.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.7% |
| 7D | +0.6% | -0.6% | +1.2% | +1.0% |
| 30D | +4.5% | -1.9% | +6.4% | +5.9% |
| 3M | +8.9% | +3.3% | +5.6% | +5.8% |
| 6M | +12.5% | +9.7% | +2.8% | +3.5% |
| YTD | +50.5% | +12.6% | +37.9% | +35.3% |
| 1Y | +38.6% | +13.6% | +25.0% | +23.6% |
| 3Y | -1.2% | +56.8% | -58.1% | -32.6% |
| 5Y | +161.6% | +42.3% | +119.4% | +100.8% |
| All | +161.6% | +42.2% | +119.4% | +100.8% |
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