+3.6%
OXY vs NXT
+173.5%
-169.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.4% |
| 7D | +2.8% | -1.9% | +4.7% | +2.9% |
| 30D | +5.5% | -20.0% | +25.5% | +6.2% |
| 3M | +11.3% | -30.7% | +42.0% | +12.7% |
| 6M | +11.6% | -29.0% | +40.6% | +12.0% |
| YTD | +51.6% | -4.8% | +56.4% | +47.9% |
| 1Y | +36.2% | +22.8% | +13.4% | +29.0% |
| 3Y | +1.7% | +93.9% | -92.2% | -10.1% |
| All | +3.6% | +173.5% | -169.8% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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