-13.5%
OXY vs BAM
+90.5%
-104.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.4% | -1.3% |
| 7D | -8.2% | +5.3% | -13.4% | -8.7% |
| 30D | -7.2% | +18.1% | -25.3% | -9.2% |
| 3M | +0.2% | +4.2% | -4.0% | -0.4% |
| 6M | +6.1% | +11.1% | -5.0% | +4.3% |
| YTD | +37.5% | +6.6% | +30.9% | +35.8% |
| 1Y | +37.7% | +6.2% | +31.5% | +35.8% |
| 3Y | -2.8% | +95.0% | -97.8% | -20.7% |
| All | -13.5% | +90.5% | -104.0% | -29.9% |
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