+403.6%
OXY vs VO
+827.2%
-423.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.7% |
| 7D | +1.6% | -0.3% | +1.9% | +1.9% |
| 30D | +11.6% | -0.3% | +11.9% | +11.8% |
| 3M | +2.8% | +2.9% | -0.1% | -1.4% |
| 6M | +13.0% | +9.3% | +3.7% | -0.6% |
| YTD | +47.4% | +14.2% | +33.2% | +22.9% |
| 1Y | +31.5% | +15.3% | +16.2% | +8.1% |
| 3Y | -1.9% | +56.2% | -58.2% | -45.0% |
| 5Y | +148.0% | +42.4% | +105.5% | +51.6% |
| 10Y | +2.3% | +194.7% | -192.5% | -70.0% |
| All | +403.6% | +827.2% | -423.7% | -57.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling