+162.0%
OXY vs NDAQ
+48.4%
+113.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.3% |
| 7D | +0.9% | -6.8% | +7.7% | +2.6% |
| 30D | +3.6% | -3.2% | +6.7% | +4.3% |
| 3M | +7.1% | +6.5% | +0.6% | +4.9% |
| 6M | +15.7% | +5.7% | +9.9% | +13.2% |
| YTD | +50.1% | -4.6% | +54.8% | +50.9% |
| 1Y | +34.1% | -1.6% | +35.7% | +33.1% |
| 3Y | -1.5% | +86.4% | -87.9% | -20.9% |
| 5Y | +162.0% | +50.3% | +111.7% | +117.7% |
| All | +162.0% | +48.4% | +113.6% | +117.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling