+6.4%
OXY vs BP
+137.7%
-131.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.4% | +0.4% |
| 7D | +2.8% | +5.2% | -2.4% | -2.5% |
| 30D | +5.5% | +8.7% | -3.3% | -3.5% |
| 3M | +11.3% | +9.3% | +2.0% | +1.0% |
| 6M | +11.6% | +13.6% | -2.0% | -2.8% |
| YTD | +51.6% | +37.7% | +13.9% | +7.3% |
| 1Y | +36.2% | +40.6% | -4.4% | -6.2% |
| 3Y | +1.7% | +40.3% | -38.6% | -31.6% |
| 5Y | +164.5% | +141.4% | +23.1% | -9.1% |
| All | +6.4% | +137.7% | -131.3% | -50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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