+6.4%
OXY vs WEC
+146.6%
-140.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.8% | -0.6% | +3.4% | +3.0% |
| 30D | +5.5% | -2.6% | +8.1% | +6.1% |
| 3M | +11.3% | -6.0% | +17.3% | +12.9% |
| 6M | +11.6% | -5.4% | +17.0% | +12.8% |
| YTD | +51.6% | +2.5% | +49.1% | +50.2% |
| 1Y | +36.2% | -0.7% | +36.9% | +35.9% |
| 3Y | +1.7% | +38.7% | -37.0% | -7.6% |
| 5Y | +164.5% | +31.7% | +132.8% | +141.3% |
| All | +6.4% | +146.6% | -140.1% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling