+71.2%
BKR vs OXY
-1.2%
+72.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | -7.0% | +2.8% | -9.8% | -8.3% |
| 30D | -8.1% | +5.5% | -13.6% | -10.6% |
| 3M | -6.6% | +11.3% | -17.9% | -12.0% |
| 6M | +0.9% | +11.6% | -10.7% | -6.9% |
| YTD | +31.1% | +51.6% | -20.5% | -0.5% |
| 1Y | +27.7% | +36.2% | -8.5% | +3.2% |
| 3Y | +71.2% | +1.7% | +69.5% | +63.9% |
| All | +71.2% | -1.2% | +72.4% | +63.9% |
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