+1,025.2%
C vs BHP
+7,239.7%
-6,214.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.7% | -1.3% | +0.6% |
| 7D | -0.9% | +3.5% | -4.4% | -2.6% |
| 30D | -5.4% | -4.5% | -0.9% | -3.2% |
| 3M | -9.2% | -6.4% | -2.8% | -6.7% |
| 6M | -1.8% | -0.1% | -1.8% | -3.3% |
| YTD | +6.7% | +43.0% | -36.3% | -13.9% |
| 1Y | +23.5% | +56.5% | -33.0% | -4.9% |
| 3Y | +219.8% | +62.0% | +157.7% | +135.2% |
| 5Y | +112.4% | +130.4% | -18.0% | +23.6% |
| 10Y | +220.1% | +349.1% | -129.0% | +28.9% |
| All | +1,025.2% | +7,239.7% | -6,214.5% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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