+17.3%
OXY vs BN
+290.8%
-273.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +1.6% |
| 7D | +4.2% | -1.0% | +5.2% | +4.7% |
| 30D | -4.3% | +14.0% | -18.3% | -13.2% |
| 3M | +2.3% | -9.0% | +11.3% | +7.0% |
| 6M | +5.5% | -8.8% | +14.4% | +8.7% |
| YTD | +44.9% | -10.3% | +55.1% | +45.5% |
| 1Y | +42.6% | -5.8% | +48.4% | +38.0% |
| 3Y | +0.7% | +94.8% | -94.0% | -50.0% |
| 5Y | +96.9% | +31.5% | +65.4% | +29.6% |
| All | +17.3% | +290.8% | -273.5% | -54.8% |
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