+25.2%
VZ vs OXY
+45.4%
-20.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.1% | +7.2% | +2.6% |
| 7D | +6.9% | -8.8% | +15.7% | +8.0% |
| 30D | +2.3% | -1.7% | +3.9% | +2.3% |
| 3M | 0.0% | +4.5% | -4.5% | -0.6% |
| 6M | +0.2% | -4.0% | +4.2% | 0.0% |
| YTD | +20.9% | +41.4% | -20.5% | +15.0% |
| 1Y | +25.2% | +45.9% | -20.7% | +18.5% |
| All | +25.2% | +45.4% | -20.1% | +18.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling