+17.3%
OXY vs BUD
-2.1%
+19.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | 0.0% |
| 7D | +4.2% | +1.0% | +3.2% | +3.6% |
| 30D | -4.3% | +6.7% | -11.0% | -8.1% |
| 3M | +2.3% | +5.7% | -3.4% | -1.5% |
| 6M | +5.5% | +5.8% | -0.3% | +1.0% |
| YTD | +44.9% | +34.4% | +10.5% | +19.1% |
| 1Y | +42.6% | +33.3% | +9.3% | +17.7% |
| 3Y | +0.7% | +48.8% | -48.1% | -25.6% |
| 5Y | +96.9% | +52.5% | +44.3% | +34.0% |
| All | +17.3% | -2.1% | +19.4% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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