+0.7%
OXY vs WEC
+64.2%
-63.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.5% |
| 7D | +4.2% | +2.3% | +1.9% | +4.0% |
| 30D | -4.3% | +11.1% | -15.4% | -5.5% |
| 3M | +2.3% | +8.4% | -6.2% | +1.4% |
| 6M | +5.5% | +7.5% | -2.0% | +4.7% |
| YTD | +44.9% | +15.3% | +29.5% | +42.2% |
| 1Y | +42.6% | +9.7% | +32.9% | +40.8% |
| 3Y | +0.7% | +64.7% | -63.9% | -7.2% |
| All | +0.7% | +64.2% | -63.5% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling