+108.8%
V vs OXY
+90.8%
+18.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.7% | +0.2% |
| 7D | +0.8% | -5.8% | +6.6% | +1.4% |
| 30D | +9.9% | -5.3% | +15.3% | +10.5% |
| 3M | +17.5% | -2.5% | +20.0% | +17.6% |
| 6M | +33.5% | +8.3% | +25.2% | +31.5% |
| YTD | +21.6% | +40.3% | -18.8% | +15.0% |
| 1Y | +27.6% | +38.8% | -11.3% | +20.8% |
| 3Y | +76.4% | -1.4% | +77.8% | +72.9% |
| All | +108.8% | +90.8% | +18.0% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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