+45.9%
OXY vs NDAQ
+28.8%
+17.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.6% | -7.7% | -4.8% |
| 7D | -8.8% | +3.9% | -12.7% | -8.4% |
| 30D | -1.7% | +19.0% | -20.7% | 0.0% |
| 3M | +4.5% | +17.6% | -13.0% | +6.2% |
| 6M | -4.0% | +21.0% | -25.0% | -2.2% |
| YTD | +41.4% | +14.1% | +27.3% | +43.8% |
| 1Y | +45.9% | +29.4% | +16.4% | +41.6% |
| All | +45.9% | +28.8% | +17.1% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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