+928.8%
VZ vs OXY
+1,301.2%
-372.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.5% |
| 7D | +0.9% | -0.2% | +1.1% | +0.9% |
| 30D | +8.9% | -6.4% | +15.3% | +9.9% |
| 3M | +0.1% | -2.6% | +2.7% | +0.3% |
| 6M | +1.9% | +4.8% | -2.9% | +0.9% |
| YTD | +22.0% | +41.2% | -19.1% | +15.2% |
| 1Y | +22.1% | +39.5% | -17.4% | +15.4% |
| 3Y | +58.7% | -0.8% | +59.5% | +55.6% |
| 5Y | +22.3% | +91.6% | -69.2% | +5.2% |
| 10Y | +71.6% | +15.7% | +55.9% | +40.8% |
| All | +928.8% | +1,301.2% | -372.4% | +424.0% |
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 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