-7.2%
OXY vs BAM
+78.0%
-85.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.6% | -1.0% |
| 7D | +1.6% | -2.0% | +3.6% | +1.8% |
| 30D | +11.6% | -2.9% | +14.5% | +11.9% |
| 3M | +2.8% | +9.4% | -6.6% | +1.1% |
| 6M | +13.0% | +10.8% | +2.3% | +10.3% |
| YTD | +47.4% | -0.4% | +47.8% | +46.7% |
| 1Y | +31.5% | -10.9% | +42.3% | +34.7% |
| 3Y | -1.9% | +61.3% | -63.2% | -16.8% |
| All | -7.2% | +78.0% | -85.2% | -24.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling