+156.8%
BITO vs OXY
-1.2%
+158.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -3.4% | +2.8% | -6.3% | -3.9% |
| 30D | +21.4% | +5.5% | +16.0% | +20.4% |
| 3M | +20.5% | +11.3% | +9.2% | +18.2% |
| 6M | +7.4% | +11.6% | -4.2% | +4.1% |
| YTD | -13.9% | +51.6% | -65.4% | -23.0% |
| 1Y | -35.1% | +36.2% | -71.3% | -40.6% |
| 3Y | +156.8% | +1.7% | +155.1% | +139.4% |
| All | +156.8% | -1.2% | +158.0% | +139.4% |
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