+95.5%
PSX vs BP
+31.6%
+63.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.2% |
| 7D | +7.8% | +3.8% | +4.0% | +5.4% |
| 30D | -10.9% | -5.3% | -5.6% | -7.9% |
| 3M | +14.5% | +9.3% | +5.2% | +8.7% |
| 6M | +56.1% | +7.2% | +48.9% | +49.8% |
| YTD | +109.6% | +38.0% | +71.5% | +72.6% |
| 1Y | +95.5% | +33.2% | +62.3% | +66.9% |
| All | +95.5% | +31.6% | +63.9% | +66.9% |
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