+25.5%
VZ vs OXY
+150.6%
-125.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | +0.1% | -0.8% |
| 7D | +0.1% | +1.6% | -1.5% | 0.0% |
| 30D | +7.9% | +11.6% | -3.7% | +7.0% |
| 3M | +13.6% | +2.8% | +10.8% | +13.3% |
| 6M | +1.1% | +13.0% | -11.9% | 0.0% |
| YTD | +29.3% | +47.4% | -18.1% | +25.4% |
| 1Y | +21.2% | +31.5% | -10.2% | +18.4% |
| 3Y | +75.9% | -1.9% | +77.8% | +74.5% |
| All | +25.5% | +150.6% | -125.1% | +18.0% |
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