+36.2%
OXY vs BTDR
-13.8%
+50.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | +0.7% |
| 7D | +2.8% | -3.4% | +6.2% | +2.6% |
| 30D | +5.5% | +32.6% | -27.1% | +7.5% |
| 3M | +11.3% | -32.2% | +43.5% | +10.3% |
| 6M | +11.6% | +52.4% | -40.8% | +14.3% |
| YTD | +51.6% | +6.7% | +44.9% | +56.4% |
| 1Y | +36.2% | -15.2% | +51.4% | +36.5% |
| All | +36.2% | -13.8% | +50.0% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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