+1,227.2%
OXY vs WCC
+1,758.7%
-531.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.3% |
| 7D | -0.5% | +8.5% | -9.0% | -2.9% |
| 30D | +8.5% | -1.0% | +9.5% | +8.5% |
| 3M | +6.0% | +2.1% | +3.9% | +4.0% |
| 6M | +13.0% | +36.8% | -23.9% | -0.2% |
| YTD | +48.9% | +47.7% | +1.2% | +27.8% |
| 1Y | +36.4% | +66.5% | -30.1% | +12.1% |
| 3Y | -2.3% | +134.2% | -136.4% | -31.7% |
| 5Y | +160.6% | +231.6% | -71.0% | +55.4% |
| 10Y | +2.0% | +508.1% | -506.1% | -50.6% |
| All | +1,227.2% | +1,758.7% | -531.4% | +393.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling