+1,611.9%
BE vs OXY
-2.1%
+1,614.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -4.0% |
| 7D | +9.7% | +0.9% | +8.8% | +9.5% |
| 30D | +22.4% | +3.6% | +18.8% | +21.4% |
| 3M | +10.4% | +7.1% | +3.2% | +8.6% |
| 6M | +67.9% | +15.7% | +52.2% | +57.1% |
| YTD | +197.5% | +50.1% | +147.4% | +148.9% |
| 1Y | +310.6% | +34.1% | +276.5% | +258.0% |
| All | +1,611.9% | -2.1% | +1,614.0% | +1,645.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling