+0.7%
OXY vs BN
+96.7%
-96.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.8% |
| 7D | +4.2% | -1.0% | +5.2% | +4.3% |
| 30D | -4.3% | +14.0% | -18.3% | -6.2% |
| 3M | +2.3% | -9.0% | +11.3% | +3.7% |
| 6M | +5.5% | -8.8% | +14.4% | +6.7% |
| YTD | +44.9% | -10.3% | +55.1% | +46.0% |
| 1Y | +42.6% | -5.8% | +48.4% | +41.1% |
| 3Y | +0.7% | +94.8% | -94.0% | -21.8% |
| All | +0.7% | +96.7% | -96.0% | -21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling