+175.1%
OXY vs BLDR
+389.5%
-214.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.9% | +5.9% | +2.0% |
| 7D | -0.5% | -0.3% | -0.2% | -0.5% |
| 30D | +8.5% | -16.2% | +24.7% | +11.9% |
| 3M | +6.0% | -14.4% | +20.4% | +7.6% |
| 6M | +13.0% | -32.8% | +45.8% | +18.8% |
| YTD | +48.9% | -39.2% | +88.1% | +59.0% |
| 1Y | +36.4% | -57.7% | +94.1% | +56.0% |
| 3Y | -2.3% | -55.3% | +53.0% | +6.6% |
| 5Y | +160.6% | +15.6% | +145.0% | +127.4% |
| 10Y | +2.0% | +359.8% | -357.8% | -33.0% |
| All | +175.1% | +389.5% | -214.4% | +26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling