-2.3%
OXY vs NVDX
+772.1%
-774.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.5% |
| 7D | +2.8% | -10.2% | +13.0% | +3.1% |
| 30D | +5.5% | -7.3% | +12.8% | +5.6% |
| 3M | +11.3% | +5.5% | +5.8% | +10.8% |
| 6M | +11.6% | +18.3% | -6.7% | +10.3% |
| YTD | +51.6% | +11.4% | +40.1% | +49.8% |
| 1Y | +36.2% | +12.7% | +23.5% | +33.9% |
| All | -2.3% | +772.1% | -774.4% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 3y: compounded portfolio wealth divided by compounded NVDX 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…
3y analysis · Full analysis span regression · 6 months rolling