+6.4%
OXY vs BN
+265.2%
-258.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.2% |
| 7D | +2.8% | -5.2% | +8.0% | +6.4% |
| 30D | +5.5% | -14.5% | +19.9% | +16.4% |
| 3M | +11.3% | -15.0% | +26.3% | +22.7% |
| 6M | +11.6% | -5.4% | +17.0% | +11.0% |
| YTD | +51.6% | -16.4% | +68.0% | +61.7% |
| 1Y | +36.2% | -16.2% | +52.5% | +43.6% |
| 3Y | +1.7% | +67.5% | -65.8% | -43.3% |
| 5Y | +164.5% | +34.1% | +130.3% | +67.5% |
| All | +6.4% | +265.2% | -258.7% | -59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling