+36.2%
OXY vs GWW
+29.1%
+7.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | +2.8% | -3.4% | +6.2% | +2.7% |
| 30D | +5.5% | -1.9% | +7.4% | +5.4% |
| 3M | +11.3% | -2.4% | +13.7% | +11.1% |
| 6M | +11.6% | +15.7% | -4.1% | +10.8% |
| YTD | +51.6% | +27.6% | +24.0% | +48.4% |
| 1Y | +36.2% | +27.2% | +9.0% | +27.5% |
| All | +36.2% | +29.1% | +7.2% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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