+112.5%
NET vs OXY
+150.6%
-38.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.0% | -1.7% |
| 7D | -7.0% | +1.6% | -8.6% | -7.4% |
| 30D | -4.8% | +11.6% | -16.4% | -7.7% |
| 3M | +3.8% | +2.8% | +1.0% | +2.6% |
| 6M | +50.0% | +13.0% | +37.0% | +43.5% |
| YTD | +41.5% | +47.4% | -5.9% | +24.6% |
| 1Y | +32.8% | +31.5% | +1.4% | +20.5% |
| 3Y | +335.9% | -1.9% | +337.8% | +321.2% |
| All | +112.5% | +150.6% | -38.1% | +80.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling