+911.5%
OXY vs WCN
+6,686.9%
-5,775.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.2% | +1.4% |
| 7D | +0.6% | -1.7% | +2.4% | +1.1% |
| 30D | +4.5% | -3.0% | +7.5% | +5.4% |
| 3M | +8.9% | +2.5% | +6.4% | +8.1% |
| 6M | +12.5% | -5.7% | +18.2% | +14.0% |
| YTD | +50.5% | -7.4% | +57.9% | +53.2% |
| 1Y | +38.6% | -8.6% | +47.2% | +41.4% |
| 3Y | -1.2% | +19.4% | -20.6% | -6.9% |
| 5Y | +161.6% | +27.2% | +134.4% | +141.4% |
| 10Y | +5.3% | +238.5% | -233.2% | -22.2% |
| All | +911.5% | +6,686.9% | -5,775.5% | +408.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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