+21.4%
OXLC price history and return analytics
+222.7%
-201.2%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.1% | +1.1% |
| 7D | -0.1% | -0.1% | 0.0% | 0.0% |
| 30D | +6.3% | -0.7% | +7.0% | +7.1% |
| 3M | +10.1% | +4.0% | +6.1% | +5.2% |
| 6M | +33.2% | +12.3% | +20.9% | +16.8% |
| YTD | -18.0% | +14.0% | -32.1% | -29.4% |
| 1Y | -21.3% | +20.3% | -41.6% | -36.2% |
| 3Y | -21.8% | +75.4% | -97.2% | -59.4% |
| 5Y | -24.0% | +66.0% | -90.0% | -58.8% |
| 10Y | +21.4% | +228.2% | -206.8% | -69.3% |
| All | +21.4% | +222.7% | -201.2% | -69.3% |
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