+506.3%
NOW vs OXY
+11.9%
+494.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.0% | -5.1% | -3.3% |
| 7D | -8.7% | -5.8% | -2.9% | -8.1% |
| 30D | -29.3% | -5.3% | -23.9% | -28.9% |
| 3M | -21.8% | -2.5% | -19.3% | -21.7% |
| 6M | +9.2% | +8.3% | +1.0% | +7.8% |
| YTD | -35.0% | +40.3% | -75.3% | -38.3% |
| 1Y | -42.5% | +38.8% | -81.3% | -45.4% |
| 3Y | -21.5% | -1.4% | -20.1% | -22.9% |
| 5Y | -25.8% | +92.2% | -118.0% | -33.2% |
| 10Y | +506.3% | +13.7% | +492.6% | +480.9% |
| All | +506.3% | +11.9% | +494.5% | +480.9% |
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