+309.8%
BE vs OXY
+37.2%
+272.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.5% | +6.2% | +6.8% |
| 7D | +9.0% | +2.8% | +6.2% | +9.7% |
| 30D | +16.3% | +5.5% | +10.8% | +17.7% |
| 3M | +10.8% | +11.3% | -0.5% | +14.8% |
| 6M | +73.2% | +11.6% | +61.6% | +75.1% |
| YTD | +217.4% | +51.6% | +165.8% | +204.5% |
| 1Y | +309.8% | +36.2% | +273.6% | +307.6% |
| All | +309.8% | +37.2% | +272.6% | +307.6% |
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 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