+1,236.9%
OXY vs WAT
+10,644.3%
-9,407.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.4% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | +8.5% | -1.0% | +9.4% | +8.6% |
| 3M | +6.0% | +10.9% | -4.9% | +3.2% |
| 6M | +13.0% | +33.2% | -20.2% | +4.4% |
| YTD | +48.9% | +6.1% | +42.8% | +44.3% |
| 1Y | +36.4% | +30.2% | +6.2% | +25.6% |
| 3Y | -2.3% | +52.9% | -55.2% | -15.1% |
| 5Y | +160.6% | -5.1% | +165.8% | +148.9% |
| 10Y | +2.0% | +152.6% | -150.6% | -21.9% |
| All | +1,236.9% | +10,644.3% | -9,407.4% | +610.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WAT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling