+6.4%
OXY vs NDAQ
+366.7%
-360.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.9% |
| 7D | +2.8% | -5.9% | +8.7% | +5.5% |
| 30D | +5.5% | -4.7% | +10.1% | +7.5% |
| 3M | +11.3% | +5.5% | +5.8% | +7.7% |
| 6M | +11.6% | +7.4% | +4.2% | +6.5% |
| YTD | +51.6% | -5.5% | +57.0% | +52.2% |
| 1Y | +36.2% | -3.7% | +39.9% | +35.1% |
| 3Y | +1.7% | +85.0% | -83.3% | -29.1% |
| 5Y | +164.5% | +49.0% | +115.5% | +100.5% |
| All | +6.4% | +366.7% | -360.2% | -50.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling