-2.8%
OXY vs NVT
+731.8%
-734.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.2% | -1.8% |
| 7D | +2.8% | +4.1% | -1.2% | +0.6% |
| 30D | +5.5% | -5.1% | +10.6% | +7.5% |
| 3M | +11.3% | -1.2% | +12.5% | +8.9% |
| 6M | +11.6% | +46.6% | -35.0% | -15.6% |
| YTD | +51.6% | +60.0% | -8.4% | +7.3% |
| 1Y | +36.2% | +70.8% | -34.6% | -9.3% |
| 3Y | +1.7% | +187.5% | -185.8% | -58.3% |
| 5Y | +164.5% | +426.1% | -261.7% | -38.1% |
| All | -2.8% | +731.8% | -734.5% | -82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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