+1,709.5%
BE vs OXY
+1.6%
+1,707.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.6% | -5.5% | -5.0% |
| 7D | +10.8% | +4.2% | +6.6% | +10.3% |
| 30D | -19.8% | -4.3% | -15.5% | -19.5% |
| 3M | -18.7% | +2.3% | -21.0% | -19.5% |
| 6M | -33.7% | +5.5% | -39.3% | -35.0% |
| YTD | +121.0% | +44.9% | +76.1% | +87.8% |
| 1Y | +85.4% | +42.6% | +42.8% | +58.4% |
| 3Y | +1,709.5% | +0.7% | +1,708.8% | +1,801.3% |
| All | +1,709.5% | +1.6% | +1,707.9% | +1,801.3% |
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 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