+43.3%
OXY vs BBIO
+136.5%
-93.1%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +3.4% | -3.3% | +6.7% | +3.7% |
| 30D | +6.3% | -9.4% | +15.7% | +7.3% |
| 3M | +9.8% | +8.4% | +1.4% | +8.6% |
| 6M | +7.7% | +4.3% | +3.4% | +6.7% |
| YTD | +52.3% | -5.4% | +57.7% | +51.6% |
| 1Y | +38.0% | +41.3% | -3.4% | +31.3% |
| 3Y | -3.0% | +144.4% | -147.4% | -15.3% |
| 5Y | +152.7% | +48.5% | +104.2% | +100.2% |
| All | +43.3% | +136.5% | -93.1% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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