+922.4%
VZ vs OXY
+1,292.9%
-370.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | +0.2% |
| 7D | +2.4% | -5.8% | +8.2% | +3.2% |
| 30D | +11.2% | -5.3% | +16.5% | +12.0% |
| 3M | 0.0% | -2.5% | +2.5% | +0.2% |
| 6M | +1.3% | +8.3% | -7.0% | -0.2% |
| YTD | +21.3% | +40.3% | -19.0% | +14.5% |
| 1Y | +23.9% | +38.8% | -14.9% | +17.2% |
| 3Y | +57.7% | -1.4% | +59.1% | +54.8% |
| 5Y | +21.2% | +92.2% | -71.0% | +4.2% |
| 10Y | +70.6% | +13.7% | +56.9% | +40.4% |
| All | +922.4% | +1,292.9% | -370.5% | +421.2% |
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 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