+1,003.0%
BE vs OXY
-10.9%
+1,013.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.5% | +6.2% | +6.5% |
| 7D | +9.0% | +2.8% | +6.2% | +8.0% |
| 30D | +16.3% | +5.5% | +10.8% | +13.8% |
| 3M | +10.8% | +11.3% | -0.5% | +5.2% |
| 6M | +73.2% | +11.6% | +61.6% | +61.5% |
| YTD | +217.4% | +51.6% | +165.8% | +162.1% |
| 1Y | +309.8% | +36.2% | +273.6% | +249.6% |
| 3Y | +1,726.2% | +1.7% | +1,724.4% | +1,622.3% |
| 5Y | +1,306.2% | +164.5% | +1,141.7% | +765.1% |
| All | +1,003.0% | -10.9% | +1,013.9% | +653.0% |
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