+1,665.3%
OXY vs BB
+258.8%
+1,406.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.6% | -5.6% | +7.2% | +2.2% |
| 30D | +11.6% | -11.8% | +23.4% | +13.0% |
| 3M | +2.8% | -25.5% | +28.3% | +5.2% |
| 6M | +13.0% | +121.3% | -108.2% | +1.2% |
| YTD | +47.4% | +103.2% | -55.8% | +33.1% |
| 1Y | +31.5% | +102.6% | -71.2% | +18.3% |
| 3Y | -1.9% | +37.5% | -39.4% | -11.2% |
| 5Y | +148.0% | -30.4% | +178.4% | +136.5% |
| 10Y | +2.3% | 0.0% | +2.3% | -13.5% |
| All | +1,665.3% | +258.8% | +1,406.4% | +1,394.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling