+1,101.8%
NBIS vs OXY
+22.0%
+1,079.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.6% |
| 7D | +17.8% | +0.6% | +17.1% | +17.6% |
| 30D | +30.5% | +4.5% | +26.0% | +29.5% |
| 3M | +9.2% | +8.9% | +0.3% | +7.3% |
| 6M | +153.2% | +12.5% | +140.7% | +141.0% |
| YTD | +187.1% | +50.5% | +136.7% | +144.5% |
| 1Y | +151.1% | +38.6% | +112.5% | +117.6% |
| All | +1,101.8% | +22.0% | +1,079.7% | +944.2% |
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