+6.4%
OXY vs VRSN
+299.1%
-292.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | 0.0% |
| 7D | +2.8% | +0.2% | +2.6% | +2.7% |
| 30D | +5.5% | +3.8% | +1.7% | +3.9% |
| 3M | +11.3% | +5.0% | +6.3% | +8.7% |
| 6M | +11.6% | +24.9% | -13.3% | +1.8% |
| YTD | +51.6% | +21.6% | +30.0% | +38.8% |
| 1Y | +36.2% | +2.4% | +33.8% | +33.1% |
| 3Y | +1.7% | +47.3% | -45.6% | -16.3% |
| 5Y | +164.5% | +34.7% | +129.7% | +119.3% |
| All | +6.4% | +299.1% | -292.7% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling