+2,771.1%
NOW vs OXY
+13.2%
+2,758.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.0% | -2.8% |
| 7D | -2.4% | +1.6% | -4.0% | -2.6% |
| 30D | +20.5% | +11.6% | +8.9% | +18.5% |
| 3M | +18.3% | +2.8% | +15.5% | +17.6% |
| 6M | +24.1% | +13.0% | +11.0% | +21.2% |
| YTD | -7.8% | +47.4% | -55.2% | -13.9% |
| 1Y | -21.4% | +31.5% | -52.9% | -25.4% |
| 3Y | +19.5% | -1.9% | +21.5% | +17.3% |
| 5Y | +4.1% | +148.0% | -143.9% | -12.8% |
| 10Y | +826.4% | +2.3% | +824.2% | +790.4% |
| All | +2,771.1% | +13.2% | +2,758.0% | +2,568.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling