+1,365.9%
OXY vs BDX
+5,136.8%
-3,770.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.8% |
| 7D | +1.4% | -5.4% | +6.8% | +2.9% |
| 30D | +4.0% | -2.2% | +6.2% | +4.6% |
| 3M | +7.6% | +20.1% | -12.5% | +1.8% |
| 6M | +16.2% | +9.1% | +7.1% | +12.3% |
| YTD | +50.8% | +17.9% | +32.9% | +42.4% |
| 1Y | +34.7% | +22.1% | +12.6% | +25.7% |
| 3Y | -1.0% | -10.5% | +9.5% | -0.5% |
| 5Y | +163.2% | -2.6% | +165.8% | +155.5% |
| 10Y | +5.5% | +57.5% | -52.0% | -10.9% |
| All | +1,365.9% | +5,136.8% | -3,770.9% | +558.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded BDX 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling