-24.1%
NU vs OXY
+45.4%
-69.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.1% | +8.4% | +1.9% |
| 7D | +0.2% | -8.8% | +9.0% | -2.0% |
| 30D | -21.0% | -1.7% | -19.3% | -21.1% |
| 3M | -16.3% | +4.5% | -20.9% | -14.6% |
| 6M | -15.3% | -4.0% | -11.3% | -14.7% |
| YTD | -28.4% | +41.4% | -69.8% | -26.8% |
| 1Y | -24.1% | +45.9% | -70.0% | -21.0% |
| All | -24.1% | +45.4% | -69.5% | -21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling