+6.4%
OXY vs NBIX
+219.9%
-213.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +2.8% | +0.4% | +2.5% | +2.8% |
| 30D | +5.5% | -0.2% | +5.6% | +5.5% |
| 3M | +11.3% | -4.0% | +15.3% | +11.8% |
| 6M | +11.6% | +20.6% | -9.0% | +5.9% |
| YTD | +51.6% | +10.1% | +41.4% | +46.6% |
| 1Y | +36.2% | +8.8% | +27.4% | +31.5% |
| 3Y | +1.7% | +42.5% | -40.8% | -10.9% |
| 5Y | +164.5% | +61.5% | +103.0% | +120.5% |
| All | +6.4% | +219.9% | -213.4% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 10y: compounded portfolio wealth divided by compounded NBIX 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…
10y analysis · Full analysis span regression · 6 months rolling