+1,332.5%
OXY vs WEC
+3,978.4%
-2,645.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | +1.6% | -0.3% | +1.9% | +1.7% |
| 30D | +11.6% | -1.3% | +12.9% | +12.0% |
| 3M | +2.8% | -3.9% | +6.7% | +4.2% |
| 6M | +13.0% | -8.3% | +21.4% | +16.5% |
| YTD | +47.4% | +3.1% | +44.3% | +44.9% |
| 1Y | +31.5% | +1.9% | +29.5% | +29.6% |
| 3Y | -1.9% | +41.9% | -43.9% | -16.8% |
| 5Y | +148.0% | +30.8% | +117.2% | +113.0% |
| 10Y | +2.3% | +141.9% | -139.7% | -37.0% |
| All | +1,332.5% | +3,978.4% | -2,645.9% | +248.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling