+163.2%
OXY vs BLDR
+7.7%
+155.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.2% | +0.7% |
| 7D | +1.4% | -8.1% | +9.5% | +2.4% |
| 30D | +4.0% | -21.5% | +25.5% | +7.1% |
| 3M | +7.6% | -21.0% | +28.6% | +9.7% |
| 6M | +16.2% | -37.1% | +53.2% | +22.3% |
| YTD | +50.8% | -42.7% | +93.5% | +61.0% |
| 1Y | +34.7% | -58.0% | +92.6% | +52.9% |
| 3Y | -1.0% | -57.8% | +56.8% | +7.3% |
| 5Y | +163.2% | +10.3% | +152.9% | +77.3% |
| All | +163.2% | +7.7% | +155.5% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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