+147.9%
OXY vs BN
+33.2%
+114.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.4% |
| 7D | +2.8% | -5.2% | +8.0% | +4.5% |
| 30D | +5.5% | -14.5% | +19.9% | +10.5% |
| 3M | +11.3% | -15.0% | +26.3% | +16.6% |
| 6M | +11.6% | -5.4% | +17.0% | +11.0% |
| YTD | +51.6% | -16.4% | +68.0% | +56.8% |
| 1Y | +36.2% | -16.2% | +52.5% | +40.2% |
| 3Y | +1.7% | +67.5% | -65.8% | -25.3% |
| All | +147.9% | +33.2% | +114.7% | +101.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling