+6.4%
OXY vs BB
+1.6%
+4.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.2% |
| 7D | +2.8% | -0.4% | +3.2% | +2.9% |
| 30D | +5.5% | -12.5% | +18.0% | +7.7% |
| 3M | +11.3% | -17.4% | +28.7% | +13.2% |
| 6M | +11.6% | +119.1% | -107.5% | -7.3% |
| YTD | +51.6% | +102.4% | -50.8% | +27.5% |
| 1Y | +36.2% | +98.2% | -62.0% | +14.1% |
| 3Y | +1.7% | +46.9% | -45.2% | -14.8% |
| 5Y | +164.5% | -26.4% | +190.9% | +145.7% |
| All | +6.4% | +1.6% | +4.8% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling