+1,381.0%
NET vs OXY
+41.3%
+1,339.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.1% | +2.6% | -1.9% |
| 7D | -16.4% | -8.8% | -7.6% | -15.4% |
| 30D | -25.8% | -1.7% | -24.2% | -25.7% |
| 3M | -11.5% | +4.5% | -16.1% | -12.2% |
| 6M | +18.9% | -4.0% | +22.9% | +19.1% |
| YTD | +35.2% | +41.4% | -6.2% | +28.6% |
| 1Y | +14.5% | +45.9% | -31.4% | +8.3% |
| 3Y | +313.8% | -3.9% | +317.7% | +308.0% |
| 5Y | +32.6% | +82.6% | -50.0% | +25.5% |
| All | +1,381.0% | +41.3% | +1,339.7% | +1,429.7% |
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 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