+912.2%
BX vs OXY
+80.7%
+831.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.7% | -4.1% |
| 7D | -5.7% | +0.6% | -6.3% | -5.9% |
| 30D | -8.9% | +4.5% | -13.4% | -10.5% |
| 3M | +8.4% | +8.9% | -0.5% | +3.9% |
| 6M | +18.9% | +12.5% | +6.5% | +10.6% |
| YTD | -13.6% | +50.5% | -64.1% | -29.0% |
| 1Y | -22.4% | +38.6% | -61.1% | -34.5% |
| 3Y | +26.0% | -1.2% | +27.3% | +19.4% |
| 5Y | +18.8% | +161.6% | -142.9% | -28.9% |
| 10Y | +668.7% | +5.3% | +663.5% | +416.1% |
| All | +912.2% | +80.7% | +831.5% | +307.9% |
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 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