+137.1%
PSX vs BP
+33.3%
+103.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | -0.2% |
| 7D | +4.5% | +3.9% | +0.6% | +1.9% |
| 30D | +26.6% | +7.6% | +19.0% | +20.5% |
| 3M | +39.3% | +0.7% | +38.6% | +38.0% |
| 6M | +56.8% | +15.5% | +41.3% | +41.4% |
| YTD | +101.8% | +30.8% | +71.0% | +66.2% |
| 1Y | +99.6% | +34.3% | +65.3% | +61.1% |
| All | +137.1% | +33.3% | +103.8% | +86.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling