+96.9%
PSX vs BP
+35.3%
+61.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.2% | -0.4% | -2.1% |
| 7D | -5.2% | -8.4% | +3.2% | -0.1% |
| 30D | -3.7% | +2.2% | -6.0% | -4.8% |
| 3M | +26.8% | +8.8% | +18.0% | +20.7% |
| 6M | +47.3% | -0.5% | +47.8% | +48.0% |
| YTD | +105.4% | +36.2% | +69.2% | +71.5% |
| 1Y | +96.9% | +36.6% | +60.4% | +62.0% |
| All | +96.9% | +35.3% | +61.7% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 1y: compounded portfolio wealth divided by compounded BP 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…
1y analysis · Full analysis span regression · 6 months rolling