+97.5%
OXY vs BN
+31.1%
+66.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +1.0% |
| 7D | +4.2% | -1.0% | +5.2% | +4.4% |
| 30D | -4.3% | +14.0% | -18.3% | -8.3% |
| 3M | +2.3% | -9.0% | +11.3% | +4.7% |
| 6M | +5.5% | -8.8% | +14.4% | +7.3% |
| YTD | +44.9% | -10.3% | +55.1% | +46.0% |
| 1Y | +42.6% | -5.8% | +48.4% | +40.8% |
| 3Y | +0.7% | +94.8% | -94.0% | -30.0% |
| All | +97.5% | +31.1% | +66.4% | +64.2% |
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