+15.2%
NXPI vs OXY
+157.3%
-142.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.5% |
| 7D | -2.3% | +0.6% | -2.9% | -2.4% |
| 30D | -4.3% | +4.5% | -8.8% | -5.4% |
| 3M | -24.7% | +8.9% | -33.6% | -26.5% |
| 6M | +9.7% | +12.5% | -2.7% | +5.2% |
| YTD | +3.8% | +50.5% | -46.7% | -8.6% |
| 1Y | +1.6% | +38.6% | -37.0% | -8.7% |
| 3Y | +16.0% | -1.2% | +17.3% | +9.7% |
| All | +15.2% | +157.3% | -142.1% | -8.5% |
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