+31.5%
OXY vs BRKR
+100.6%
-69.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -1.1% |
| 7D | +1.6% | +2.5% | -0.9% | +1.8% |
| 30D | +11.6% | +11.5% | +0.1% | +12.9% |
| 3M | +2.8% | -2.4% | +5.2% | +3.5% |
| 6M | +13.0% | +52.3% | -39.3% | +21.1% |
| YTD | +47.4% | +24.5% | +22.9% | +57.7% |
| 1Y | +31.5% | +97.3% | -65.9% | +36.9% |
| All | +31.5% | +100.6% | -69.1% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling