+31.5%
OXY vs IWD
+30.5%
+1.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.3% | -1.2% |
| 7D | +1.6% | -0.3% | +1.9% | +1.5% |
| 30D | +11.6% | +0.6% | +11.0% | +11.8% |
| 3M | +2.8% | +7.2% | -4.4% | +4.8% |
| 6M | +13.0% | +16.2% | -3.2% | +18.5% |
| YTD | +47.4% | +23.3% | +24.0% | +46.4% |
| 1Y | +31.5% | +29.6% | +1.9% | +27.0% |
| All | +31.5% | +30.5% | +1.0% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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