+990.1%
VZ vs OXY
+1,363.1%
-373.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | +0.1% | -0.8% |
| 7D | +0.1% | +1.6% | -1.5% | -0.2% |
| 30D | +7.9% | +11.6% | -3.7% | +6.1% |
| 3M | +13.6% | +2.8% | +10.8% | +13.0% |
| 6M | +1.1% | +13.0% | -11.9% | -1.2% |
| YTD | +29.3% | +47.4% | -18.1% | +21.4% |
| 1Y | +21.2% | +31.5% | -10.2% | +15.5% |
| 3Y | +75.9% | -1.9% | +77.8% | +72.8% |
| 5Y | +24.1% | +148.0% | -123.9% | +2.3% |
| 10Y | +62.4% | +2.3% | +60.1% | +37.2% |
| All | +990.1% | +1,363.1% | -373.0% | +452.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling