+514.0%
NOW vs OXY
+19.5%
+494.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.5% |
| 7D | +0.3% | +4.2% | -3.9% | -0.3% |
| 30D | -27.0% | -4.3% | -22.6% | -26.6% |
| 3M | -19.6% | +2.3% | -21.9% | -20.0% |
| 6M | +17.5% | +5.5% | +11.9% | +16.3% |
| YTD | -33.3% | +44.9% | -78.1% | -36.9% |
| 1Y | -39.8% | +42.6% | -82.4% | -43.0% |
| 3Y | -19.9% | +0.7% | -20.7% | -21.5% |
| 5Y | -26.1% | +96.9% | -122.9% | -33.7% |
| All | +514.0% | +19.5% | +494.5% | +484.4% |
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