+360.5%
BE vs OXY
+32.4%
+328.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.9% | +8.3% | +7.2% |
| 7D | +20.0% | +1.6% | +18.4% | +20.3% |
| 30D | +7.9% | +11.6% | -3.7% | +9.8% |
| 3M | -13.2% | +2.8% | -16.0% | -10.9% |
| 6M | +53.5% | +13.0% | +40.4% | +51.8% |
| YTD | +191.0% | +47.4% | +143.6% | +168.7% |
| 1Y | +360.5% | +31.5% | +329.0% | +356.3% |
| All | +360.5% | +32.4% | +328.2% | +356.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling