+1,690.2%
BMY vs OXY
+1,377.9%
+312.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -3.3% |
| 7D | -3.3% | -0.5% | -2.8% | -3.3% |
| 30D | 0.0% | +8.5% | -8.5% | -1.3% |
| 3M | +17.7% | +6.0% | +11.7% | +16.5% |
| 6M | +9.6% | +13.0% | -3.3% | +6.9% |
| YTD | +24.0% | +48.9% | -24.9% | +15.8% |
| 1Y | +45.1% | +36.4% | +8.7% | +37.1% |
| 3Y | +22.5% | -2.3% | +24.8% | +20.3% |
| 5Y | +22.3% | +160.6% | -138.3% | -0.8% |
| 10Y | +62.0% | +2.0% | +60.0% | +36.4% |
| All | +1,690.2% | +1,377.9% | +312.3% | +800.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling