+1,308.1%
OXY vs VSH
+1,390.4%
-82.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.2% | +4.8% | +1.5% |
| 7D | +4.2% | +14.3% | -10.1% | +0.8% |
| 30D | -4.3% | -7.9% | +3.5% | -3.9% |
| 3M | +2.3% | -19.9% | +22.1% | +5.0% |
| 6M | +5.5% | -30.5% | +36.1% | +7.9% |
| YTD | +44.9% | +85.7% | -40.8% | +15.7% |
| 1Y | +42.6% | +98.9% | -56.3% | +11.8% |
| 3Y | +0.7% | +32.1% | -31.3% | -16.2% |
| 5Y | +96.9% | +39.7% | +57.2% | +59.1% |
| 10Y | +18.8% | +117.6% | -98.8% | -9.4% |
| All | +1,308.1% | +1,390.4% | -82.3% | +667.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling