-33.2%
OXLC price history and return analytics
+217.6%
-250.9%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.5% |
| 7D | -23.0% | -0.1% | -22.9% | -21.9% |
| 30D | -40.4% | -3.1% | -37.3% | -37.6% |
| 3M | -42.6% | -3.5% | -39.1% | -39.7% |
| 6M | -44.3% | +0.5% | -44.7% | -44.1% |
| YTD | -55.7% | +10.8% | -66.5% | -60.2% |
| 1Y | -54.4% | +11.9% | -66.3% | -59.5% |
| 3Y | -57.9% | +73.0% | -130.9% | -77.6% |
| 5Y | -64.5% | +58.6% | -123.1% | -79.3% |
| 10Y | -33.2% | +219.2% | -252.4% | -79.8% |
| All | -33.2% | +217.6% | -250.9% | -79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling