+97.5%
OXY vs VSH
+38.9%
+58.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.2% | +4.8% | +1.2% |
| 7D | +4.2% | +14.3% | -10.1% | +2.0% |
| 30D | -4.3% | -7.9% | +3.5% | -3.9% |
| 3M | +2.3% | -19.9% | +22.1% | +4.3% |
| 6M | +5.5% | -30.5% | +36.1% | +6.2% |
| YTD | +44.9% | +85.7% | -40.8% | +11.9% |
| 1Y | +42.6% | +98.9% | -56.3% | +7.7% |
| 3Y | +0.7% | +32.1% | -31.3% | -20.0% |
| All | +97.5% | +38.9% | +58.5% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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