-12.5%
OXY vs BAM
+86.2%
-98.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | -11.9% | +9.7% | -21.6% | -12.9% |
| 30D | -3.1% | +19.0% | -22.1% | -5.3% |
| 3M | +1.1% | +0.6% | +0.5% | +0.9% |
| 6M | +3.2% | +11.1% | -7.9% | +1.2% |
| YTD | +39.0% | +4.2% | +34.9% | +37.6% |
| 1Y | +42.7% | +3.3% | +39.4% | +41.3% |
| 3Y | -3.5% | +88.8% | -92.3% | -20.9% |
| All | -12.5% | +86.2% | -98.7% | -28.9% |
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