+17.3%
OXY vs NDAQ
+471.8%
-454.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | +4.2% | +1.3% | +2.9% | +3.6% |
| 30D | -4.3% | +18.0% | -22.3% | -11.2% |
| 3M | +2.3% | +11.5% | -9.2% | -2.9% |
| 6M | +5.5% | +21.1% | -15.5% | -4.2% |
| YTD | +44.9% | +12.8% | +32.1% | +34.3% |
| 1Y | +42.6% | +25.7% | +16.9% | +25.1% |
| 3Y | +0.7% | +116.8% | -116.1% | -34.5% |
| 5Y | +96.9% | +67.3% | +29.6% | +43.4% |
| All | +17.3% | +471.8% | -454.5% | -48.9% |
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