+30.1%
BMY vs BP
+101.9%
-71.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.8% | -6.3% | +8.1% | +2.2% |
| 30D | +6.2% | -3.6% | +9.8% | +6.4% |
| 3M | -2.1% | +5.2% | -7.4% | -2.8% |
| 6M | +14.3% | +5.3% | +8.9% | +13.3% |
| YTD | +21.6% | +33.1% | -11.5% | +17.8% |
| 1Y | +38.8% | +26.3% | +12.5% | +35.1% |
| 3Y | +42.9% | +47.5% | -4.6% | +35.8% |
| 5Y | +30.1% | +106.2% | -76.1% | +20.8% |
| All | +30.1% | +101.9% | -71.8% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling