+89.6%
OXY vs BIL
+30.4%
+59.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -0.7% |
| 7D | +1.6% | +0.1% | +1.5% | +2.3% |
| 30D | +11.6% | +0.3% | +11.2% | +14.4% |
| 3M | +2.8% | +0.9% | +1.9% | +10.5% |
| 6M | +13.0% | +1.8% | +11.2% | +29.9% |
| YTD | +47.4% | +2.4% | +44.9% | +77.3% |
| 1Y | +31.5% | +3.7% | +27.7% | +74.4% |
| 3Y | -1.9% | +14.2% | -16.1% | +178.1% |
| 5Y | +148.0% | +19.4% | +128.5% | +915.2% |
| 10Y | +2.3% | +25.2% | -23.0% | +511.2% |
| All | +89.6% | +30.4% | +59.3% | +1,048.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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