See what your fund actually adds
BP plc BPH
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | BPH | Replication |
|---|---|---|
| Annualized growth | 27.2% | 28.5% |
| Annualized volatility | 25.5% | 24.5% |
| Sharpe ratio | 1.07 | 1.15 |
| Maximum drawdown | 25.3% | 15.3% |
| Replication fit (R²) | 0.28 · Tracking error 21.7% | |
Replication portfolio
The published portfolio below is the investable basket used to model BPH’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| XLE | Sector · Energy | 100.0% |