+3.5%
OXY vs NVD
-99.1%
+102.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.5% |
| 7D | +2.8% | +10.8% | -8.0% | +3.1% |
| 30D | +5.5% | +0.8% | +4.7% | +5.6% |
| 3M | +11.3% | -20.8% | +32.1% | +10.8% |
| 6M | +11.6% | -41.2% | +52.8% | +10.1% |
| YTD | +51.6% | -44.2% | +95.8% | +49.4% |
| 1Y | +36.2% | -54.2% | +90.4% | +33.4% |
| 3Y | +1.7% | -99.1% | +100.8% | -2.3% |
| All | +3.5% | -99.1% | +102.6% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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