-17.7%
NOW vs OXY
-3.2%
-14.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.0% | -11.9% | +8.9% | -1.5% |
| 30D | -26.0% | -3.1% | -22.9% | -25.9% |
| 3M | -13.1% | +1.1% | -14.2% | -13.4% |
| 6M | +14.5% | +3.2% | +11.3% | +13.5% |
| YTD | -33.4% | +39.0% | -72.5% | -37.6% |
| 1Y | -40.6% | +42.7% | -83.3% | -44.7% |
| All | -17.7% | -3.2% | -14.6% | -17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling