+23.9%
BMY vs OXY
+157.9%
-134.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.0% |
| 7D | -6.4% | +1.4% | -7.7% | -6.5% |
| 30D | +0.2% | +4.0% | -3.8% | -0.1% |
| 3M | +16.0% | +7.6% | +8.4% | +15.3% |
| 6M | +8.3% | +16.2% | -7.9% | +6.8% |
| YTD | +22.2% | +50.8% | -28.6% | +18.0% |
| 1Y | +41.7% | +34.7% | +7.0% | +38.0% |
| 3Y | +20.7% | -1.0% | +21.7% | +18.3% |
| 5Y | +23.9% | +163.2% | -139.3% | +20.7% |
| All | +23.9% | +157.9% | -134.0% | +20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling