+147.9%
OXY vs BDX
-2.2%
+150.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | +2.8% | -3.2% | +6.0% | +3.4% |
| 30D | +5.5% | -2.5% | +8.0% | +5.9% |
| 3M | +11.3% | +21.4% | -10.1% | +7.2% |
| 6M | +11.6% | +10.4% | +1.2% | +9.4% |
| YTD | +51.6% | +18.8% | +32.7% | +45.8% |
| 1Y | +36.2% | +21.7% | +14.5% | +30.2% |
| 3Y | +1.7% | -10.0% | +11.7% | +3.2% |
| All | +147.9% | -2.2% | +150.1% | +155.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling