+36.2%
OXY vs VRSN
+4.1%
+32.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.4% |
| 7D | +2.8% | +0.2% | +2.6% | +2.8% |
| 30D | +5.5% | +3.8% | +1.7% | +5.2% |
| 3M | +11.3% | +5.0% | +6.3% | +11.1% |
| 6M | +11.6% | +24.9% | -13.3% | +12.5% |
| YTD | +51.6% | +21.6% | +30.0% | +52.4% |
| 1Y | +36.2% | +2.4% | +33.8% | +38.9% |
| All | +36.2% | +4.1% | +32.1% | +38.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling