+26.6%
BA vs OXY
+11.9%
+14.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.5% | -0.1% |
| 7D | 0.0% | -5.8% | +5.9% | +2.0% |
| 30D | -8.9% | -5.3% | -3.6% | -7.4% |
| 3M | -25.5% | -2.5% | -23.0% | -25.2% |
| 6M | -27.0% | +8.3% | -35.2% | -30.3% |
| YTD | -20.1% | +40.3% | -60.5% | -32.4% |
| 1Y | -11.0% | +38.8% | -49.8% | -24.5% |
| 3Y | -11.8% | -1.4% | -10.4% | -17.0% |
| 5Y | -20.6% | +92.2% | -112.9% | -47.4% |
| 10Y | +26.6% | +13.7% | +12.9% | -24.0% |
| All | +26.6% | +11.9% | +14.7% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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