-25.7%
NOW vs OXY
+75.2%
-100.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.0% |
| 7D | -3.1% | -8.2% | +5.1% | -1.7% |
| 30D | -27.0% | -7.2% | -19.8% | -26.3% |
| 3M | -17.7% | +0.2% | -17.9% | -17.9% |
| 6M | +12.7% | +6.1% | +6.6% | +11.0% |
| YTD | -32.9% | +37.5% | -70.4% | -37.4% |
| 1Y | -40.4% | +37.7% | -78.1% | -44.4% |
| 3Y | -17.1% | -2.8% | -14.3% | -19.1% |
| 5Y | -25.7% | +77.6% | -103.3% | -31.0% |
| All | -25.7% | +75.2% | -100.9% | -31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling