-27.3%
BX vs OXY
+37.2%
-64.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +2.0% | +2.6% |
| 7D | -5.6% | +2.8% | -8.4% | -5.1% |
| 30D | -12.2% | +5.5% | -17.7% | -11.3% |
| 3M | +7.4% | +11.3% | -3.9% | +9.7% |
| 6M | +22.2% | +11.6% | +10.6% | +23.9% |
| YTD | -14.0% | +51.6% | -65.6% | -16.6% |
| 1Y | -27.3% | +36.2% | -63.5% | -28.2% |
| All | -27.3% | +37.2% | -64.5% | -28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling