+6.4%
OXY vs BBY
+252.7%
-246.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.1% | -2.6% | -0.5% |
| 7D | +2.8% | +0.6% | +2.2% | +2.6% |
| 30D | +5.5% | +9.4% | -3.9% | +2.1% |
| 3M | +11.3% | +19.3% | -8.0% | +4.2% |
| 6M | +11.6% | +47.9% | -36.3% | -4.1% |
| YTD | +51.6% | +39.6% | +12.0% | +32.3% |
| 1Y | +36.2% | +22.2% | +14.0% | +23.8% |
| 3Y | +1.7% | +45.0% | -43.3% | -16.9% |
| 5Y | +164.5% | +2.6% | +161.9% | +133.6% |
| All | +6.4% | +252.7% | -246.3% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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