+1,024.3%
OXY vs VRSN
+6,422.7%
-5,398.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.4% |
| 7D | -0.5% | -2.1% | +1.6% | -0.2% |
| 30D | +8.5% | -3.9% | +12.4% | +8.9% |
| 3M | +6.0% | -0.1% | +6.1% | +5.8% |
| 6M | +13.0% | +16.4% | -3.4% | +10.6% |
| YTD | +48.9% | +17.2% | +31.6% | +45.4% |
| 1Y | +36.4% | +1.0% | +35.4% | +35.5% |
| 3Y | -2.3% | +39.1% | -41.4% | -7.0% |
| 5Y | +160.6% | +29.0% | +131.6% | +148.8% |
| 10Y | +2.0% | +275.8% | -273.9% | -12.5% |
| All | +1,024.3% | +6,422.7% | -5,398.4% | +571.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling