-6.3%
OXY vs BAM
+71.9%
-78.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.5% |
| 7D | -0.5% | -1.6% | +1.1% | -0.3% |
| 30D | +8.5% | -6.0% | +14.5% | +9.3% |
| 3M | +6.0% | +7.3% | -1.3% | +4.4% |
| 6M | +13.0% | +8.2% | +4.8% | +10.4% |
| YTD | +48.9% | -3.8% | +52.7% | +48.9% |
| 1Y | +36.4% | -10.7% | +47.1% | +38.9% |
| 3Y | -2.3% | +55.3% | -57.6% | -16.7% |
| All | -6.3% | +71.9% | -78.2% | -23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling