+1.4%
OXY vs NVDL
+2,480.8%
-2,479.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.7% | +4.9% | +0.4% |
| 7D | +1.4% | -8.7% | +10.1% | +1.6% |
| 30D | +4.0% | -1.3% | +5.3% | +4.0% |
| 3M | +7.6% | +11.4% | -3.8% | +6.9% |
| 6M | +16.2% | +22.9% | -6.7% | +14.6% |
| YTD | +50.8% | +15.4% | +35.4% | +48.8% |
| 1Y | +34.7% | +18.8% | +15.9% | +32.1% |
| 3Y | -1.0% | +641.4% | -642.4% | -11.5% |
| All | +1.4% | +2,480.8% | -2,479.4% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 all: compounded portfolio wealth divided by compounded NVDL 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…
all analysis · Full analysis span regression · 6 months rolling