-38.7%
NOW vs OXY
+45.4%
-84.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.1% | +4.8% | -0.2% |
| 7D | -27.5% | -8.8% | -18.7% | -27.4% |
| 30D | -20.0% | -1.7% | -18.4% | -20.1% |
| 3M | -7.9% | +4.5% | -12.4% | -8.0% |
| 6M | +18.3% | -4.0% | +22.3% | +18.1% |
| YTD | -29.0% | +41.4% | -70.3% | -27.7% |
| 1Y | -38.7% | +45.9% | -84.6% | -37.8% |
| All | -38.7% | +45.4% | -84.1% | -37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling