+42.9%
BMY vs BP
+39.3%
+3.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.5% |
| 7D | -4.8% | +4.0% | -8.8% | -4.9% |
| 30D | -0.7% | +7.8% | -8.5% | -0.9% |
| 3M | +15.3% | +8.4% | +7.0% | +14.2% |
| 6M | +8.5% | +15.1% | -6.5% | +7.8% |
| YTD | +23.4% | +36.4% | -13.0% | +22.8% |
| 1Y | +42.9% | +40.9% | +2.0% | +42.6% |
| All | +42.9% | +39.3% | +3.7% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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