+1,470.1%
BA vs OXY
+1,280.2%
+189.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.1% | -11.9% | +13.0% | +5.1% |
| 30D | -7.9% | -3.1% | -4.8% | -7.1% |
| 3M | -25.3% | +1.1% | -26.4% | -25.9% |
| 6M | -24.6% | +3.2% | -27.8% | -26.7% |
| YTD | -20.1% | +39.0% | -59.2% | -31.2% |
| 1Y | -11.8% | +42.7% | -54.4% | -24.8% |
| 3Y | -10.1% | -3.5% | -6.6% | -14.3% |
| 5Y | -22.7% | +81.3% | -104.1% | -44.6% |
| 10Y | +35.1% | +11.2% | +23.9% | -7.9% |
| All | +1,470.1% | +1,280.2% | +189.9% | +452.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling