+163.2%
OXY vs VRSN
+32.1%
+131.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.4% | +0.1% |
| 7D | +1.4% | -1.5% | +2.9% | +1.7% |
| 30D | +4.0% | +0.7% | +3.3% | +3.8% |
| 3M | +7.6% | +0.6% | +7.0% | +7.2% |
| 6M | +16.2% | +21.7% | -5.5% | +11.0% |
| YTD | +50.8% | +20.0% | +30.8% | +44.1% |
| 1Y | +34.7% | +3.2% | +31.5% | +33.4% |
| 3Y | -1.0% | +42.4% | -43.4% | -11.4% |
| 5Y | +163.2% | +33.0% | +130.2% | +142.6% |
| All | +163.2% | +32.1% | +131.1% | +142.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling