+1,299.7%
OXY vs BP
+1,393.0%
-93.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | +1.1% |
| 7D | +3.6% | +2.5% | +1.1% | +1.6% |
| 30D | -5.3% | -5.6% | +0.3% | -0.9% |
| 3M | +0.2% | +8.0% | -7.8% | -5.8% |
| 6M | +4.7% | +5.7% | -0.9% | +0.2% |
| YTD | +44.0% | +36.8% | +7.2% | +12.6% |
| 1Y | +42.1% | +30.7% | +11.3% | +14.9% |
| 3Y | +1.2% | +51.6% | -50.4% | -27.5% |
| 5Y | +95.7% | +112.2% | -16.5% | +6.7% |
| 10Y | +18.1% | +138.6% | -120.5% | -29.3% |
| All | +1,299.7% | +1,393.0% | -93.3% | +375.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling