+681.4%
NFLX vs OXY
+7.5%
+673.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.8% |
| 7D | -1.1% | +2.8% | -3.9% | -1.3% |
| 30D | +4.3% | +5.5% | -1.2% | +3.8% |
| 3M | -4.8% | +11.3% | -16.1% | -5.7% |
| 6M | -18.4% | +11.6% | -30.0% | -19.4% |
| YTD | -17.4% | +51.6% | -69.0% | -20.7% |
| 1Y | -35.7% | +36.2% | -71.9% | -37.7% |
| 3Y | +73.8% | +1.7% | +72.1% | +71.3% |
| 5Y | +29.3% | +164.5% | -135.2% | +18.7% |
| All | +681.4% | +7.5% | +673.9% | +822.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling