-0.9%
OXY vs NXT
+213.5%
-214.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.6% |
| 7D | +4.2% | -9.4% | +13.6% | +4.4% |
| 30D | -4.3% | +15.1% | -19.4% | -4.8% |
| 3M | +2.3% | -9.1% | +11.4% | +2.6% |
| 6M | +5.5% | -30.3% | +35.9% | +6.7% |
| YTD | +44.9% | +9.1% | +35.8% | +40.6% |
| 1Y | +42.6% | +7.9% | +34.7% | +38.4% |
| 3Y | +0.7% | +176.5% | -175.7% | -12.6% |
| All | -0.9% | +213.5% | -214.5% | -14.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling