+53.8%
OXY vs BUD
+201.1%
-147.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +1.6% | +0.3% | +1.3% | +1.4% |
| 30D | +11.6% | -5.7% | +17.2% | +14.8% |
| 3M | +2.8% | +3.1% | -0.3% | +0.5% |
| 6M | +13.0% | +7.9% | +5.2% | +6.3% |
| YTD | +47.4% | +27.3% | +20.1% | +26.0% |
| 1Y | +31.5% | +37.8% | -6.3% | +7.0% |
| 3Y | -1.9% | +49.8% | -51.8% | -27.3% |
| 5Y | +148.0% | +43.8% | +104.1% | +78.6% |
| 10Y | +2.3% | -22.6% | +24.9% | -0.9% |
| All | +53.8% | +201.1% | -147.2% | -36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling