+1.8%
OXY vs NXT
+181.9%
-180.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +1.0% |
| 7D | -0.5% | +2.9% | -3.4% | -0.6% |
| 30D | +8.5% | -17.2% | +25.7% | +9.2% |
| 3M | +6.0% | -32.0% | +38.0% | +7.4% |
| 6M | +13.0% | -15.8% | +28.7% | +12.0% |
| YTD | +48.9% | -1.9% | +50.8% | +45.1% |
| 1Y | +36.4% | +22.5% | +13.9% | +29.4% |
| 3Y | -2.3% | +100.5% | -102.8% | -13.7% |
| All | +1.8% | +181.9% | -180.1% | -12.2% |
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