+161.6%
OXY vs BUD
+44.7%
+116.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.3% |
| 7D | +0.6% | -1.3% | +2.0% | +0.8% |
| 30D | +4.5% | -6.1% | +10.7% | +5.3% |
| 3M | +8.9% | -3.8% | +12.7% | +9.3% |
| 6M | +12.5% | +8.2% | +4.3% | +10.8% |
| YTD | +50.5% | +23.6% | +26.9% | +44.5% |
| 1Y | +38.6% | +33.4% | +5.2% | +31.1% |
| 3Y | -1.2% | +45.3% | -46.6% | -9.1% |
| 5Y | +161.6% | +44.3% | +117.4% | +131.4% |
| All | +161.6% | +44.7% | +116.9% | +131.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling