+81.0%
BSX vs OXY
+7.5%
+73.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -10.1% | +2.8% | -12.9% | -10.5% |
| 30D | -16.4% | +5.5% | -21.9% | -17.2% |
| 3M | -8.9% | +11.3% | -20.2% | -10.6% |
| 6M | -38.3% | +11.6% | -49.9% | -39.7% |
| YTD | -54.9% | +51.6% | -106.5% | -58.3% |
| 1Y | -58.8% | +36.2% | -95.0% | -61.3% |
| 3Y | -21.2% | +1.7% | -22.9% | -23.4% |
| 5Y | -3.3% | +164.5% | -167.8% | -24.2% |
| All | +81.0% | +7.5% | +73.5% | +50.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling