+661.1%
BX vs OXY
+7.5%
+653.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +2.0% | +2.4% |
| 7D | -5.6% | +2.8% | -8.4% | -6.2% |
| 30D | -12.2% | +5.5% | -17.7% | -13.4% |
| 3M | +7.4% | +11.3% | -3.9% | +4.1% |
| 6M | +22.2% | +11.6% | +10.6% | +17.2% |
| YTD | -14.0% | +51.6% | -65.6% | -24.2% |
| 1Y | -27.3% | +36.2% | -63.5% | -34.3% |
| 3Y | +24.5% | +1.7% | +22.8% | +19.6% |
| 5Y | +18.9% | +164.5% | -145.6% | -10.8% |
| All | +661.1% | +7.5% | +653.6% | +502.9% |
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