+161.6%
OXY vs BP
+141.6%
+20.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | -0.4% |
| 7D | +0.6% | +4.0% | -3.3% | -2.6% |
| 30D | +4.5% | +7.8% | -3.3% | -2.0% |
| 3M | +8.9% | +8.4% | +0.5% | +1.7% |
| 6M | +12.5% | +15.1% | -2.6% | +0.2% |
| YTD | +50.5% | +36.4% | +14.1% | +16.2% |
| 1Y | +38.6% | +40.9% | -2.3% | +3.9% |
| 3Y | -1.2% | +38.8% | -40.1% | -25.9% |
| 5Y | +161.6% | +141.1% | +20.6% | -1.5% |
| All | +161.6% | +141.6% | +20.1% | -1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling