+6.4%
OXY vs NVMI
+3,158.6%
-3,152.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.2% |
| 7D | +2.8% | -0.1% | +2.9% | +2.8% |
| 30D | +5.5% | -8.4% | +13.9% | +7.1% |
| 3M | +11.3% | -33.6% | +44.9% | +19.2% |
| 6M | +11.6% | -14.7% | +26.3% | +10.7% |
| YTD | +51.6% | +13.2% | +38.3% | +38.9% |
| 1Y | +36.2% | +29.0% | +7.2% | +19.4% |
| 3Y | +1.7% | +215.0% | -213.3% | -37.1% |
| 5Y | +164.5% | +268.6% | -104.1% | +44.8% |
| All | +6.4% | +3,158.6% | -3,152.2% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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