+6.4%
OXY vs BUD
-22.3%
+28.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | +0.1% |
| 7D | +2.8% | -2.6% | +5.5% | +4.3% |
| 30D | +5.5% | -1.2% | +6.7% | +5.9% |
| 3M | +11.3% | -4.9% | +16.2% | +13.7% |
| 6M | +11.6% | +9.3% | +2.3% | +4.1% |
| YTD | +51.6% | +24.0% | +27.6% | +31.1% |
| 1Y | +36.2% | +34.5% | +1.7% | +11.9% |
| 3Y | +1.7% | +43.7% | -42.0% | -23.5% |
| 5Y | +164.5% | +46.0% | +118.5% | +83.2% |
| All | +6.4% | -22.3% | +28.7% | -17.5% |
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