+1.0%
OXY vs BB
+66.7%
-65.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.1% |
| 7D | +0.6% | +1.8% | -1.2% | +0.6% |
| 30D | +4.5% | -12.2% | +16.7% | +5.0% |
| 3M | +8.9% | -12.3% | +21.2% | +8.7% |
| 6M | +12.5% | +122.7% | -110.2% | +5.5% |
| YTD | +50.5% | +104.5% | -54.0% | +42.0% |
| 1Y | +38.6% | +106.7% | -68.1% | +30.3% |
| All | +1.0% | +66.7% | -65.7% | -2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling