+1,347.0%
OXY vs BN
+14,855.3%
-13,508.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.6% | +2.2% |
| 7D | -0.5% | -1.2% | +0.7% | 0.0% |
| 30D | +8.5% | -10.9% | +19.4% | +14.2% |
| 3M | +6.0% | -11.1% | +17.1% | +11.1% |
| 6M | +13.0% | -4.4% | +17.3% | +12.4% |
| YTD | +48.9% | -14.1% | +63.0% | +54.4% |
| 1Y | +36.4% | -11.1% | +47.5% | +38.3% |
| 3Y | -2.3% | +75.6% | -77.8% | -31.4% |
| 5Y | +160.6% | +35.8% | +124.8% | +102.7% |
| 10Y | +2.0% | +261.6% | -259.6% | -43.8% |
| All | +1,347.0% | +14,855.3% | -13,508.2% | +301.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling