+1,635.3%
OXY vs BB
+314.8%
+1,320.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +0.9% |
| 7D | +4.2% | +1.8% | +2.4% | +3.9% |
| 30D | -4.3% | +8.1% | -12.5% | -5.5% |
| 3M | +2.3% | -1.0% | +3.3% | +1.6% |
| 6M | +5.5% | +45.9% | -40.4% | -0.9% |
| YTD | +44.9% | +134.8% | -90.0% | +27.9% |
| 1Y | +42.6% | +104.6% | -62.0% | +27.7% |
| 3Y | +0.7% | +152.8% | -152.1% | -15.1% |
| 5Y | +96.9% | -17.4% | +114.3% | +83.5% |
| 10Y | +18.8% | +22.4% | -3.6% | -2.2% |
| All | +1,635.3% | +314.8% | +1,320.5% | +1,336.9% |
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