+27.0%
NFLX vs OXY
+157.3%
-130.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.0% | -1.1% |
| 7D | -8.1% | +0.6% | -8.7% | -8.2% |
| 30D | -0.3% | +4.5% | -4.9% | -1.0% |
| 3M | -6.6% | +8.9% | -15.5% | -7.9% |
| 6M | -22.7% | +12.5% | -35.1% | -24.3% |
| YTD | -18.9% | +50.5% | -69.4% | -24.1% |
| 1Y | -39.8% | +38.6% | -78.4% | -43.1% |
| 3Y | +71.7% | -1.2% | +72.9% | +68.9% |
| All | +27.0% | +157.3% | -130.3% | +9.7% |
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