+45.9%
OXY vs BAM
+4.2%
+41.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +6.2% | -11.3% | -2.8% |
| 7D | -8.8% | +14.2% | -23.0% | -4.0% |
| 30D | -1.7% | +21.0% | -22.7% | +5.5% |
| 3M | +4.5% | +5.2% | -0.6% | +7.3% |
| 6M | -4.0% | +16.0% | -20.0% | +2.7% |
| YTD | +41.4% | +6.5% | +34.9% | +51.1% |
| 1Y | +45.9% | +4.4% | +41.5% | +56.4% |
| All | +45.9% | +4.2% | +41.6% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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