+147.9%
OXY vs WCC
+224.0%
-76.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | -0.2% |
| 7D | +2.8% | +1.5% | +1.3% | +2.5% |
| 30D | +5.5% | -2.1% | +7.6% | +5.7% |
| 3M | +11.3% | +3.8% | +7.5% | +9.8% |
| 6M | +11.6% | +35.0% | -23.4% | +2.7% |
| YTD | +51.6% | +46.4% | +5.2% | +36.2% |
| 1Y | +36.2% | +63.0% | -26.8% | +18.6% |
| 3Y | +1.7% | +133.9% | -132.2% | -23.0% |
| All | +147.9% | +224.0% | -76.1% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 5y: compounded portfolio wealth divided by compounded WCC 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…
5y analysis · Full analysis span regression · 6 months rolling