-1.8%
OXY vs BUD
+48.3%
-50.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +0.6% |
| 7D | -0.2% | +0.5% | -0.6% | -0.2% |
| 30D | -6.4% | +7.4% | -13.8% | -6.6% |
| 3M | -2.6% | +4.3% | -6.9% | -2.8% |
| 6M | +4.8% | +5.3% | -0.5% | +4.5% |
| YTD | +41.2% | +33.2% | +7.9% | +37.0% |
| 1Y | +39.5% | +31.8% | +7.7% | +35.6% |
| All | -1.8% | +48.3% | -50.1% | -8.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling