+780.0%
NOW vs OXY
+7.0%
+773.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -9.9% | +1.4% | -11.3% | -10.1% |
| 30D | +2.8% | +4.0% | -1.2% | +2.3% |
| 3M | +23.7% | +7.6% | +16.1% | +22.2% |
| 6M | +12.5% | +16.2% | -3.7% | +9.9% |
| YTD | -14.4% | +50.8% | -65.2% | -19.4% |
| 1Y | -29.0% | +34.7% | -63.7% | -32.2% |
| 3Y | +9.3% | -1.0% | +10.3% | +7.3% |
| 5Y | +1.2% | +163.2% | -162.0% | -12.5% |
| All | +780.0% | +7.0% | +773.0% | +778.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling