+45.9%
OXY vs WELL
+37.3%
+8.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.8% | -8.0% | -4.8% |
| 7D | -8.8% | +9.2% | -17.9% | -8.0% |
| 30D | -1.7% | +10.6% | -12.3% | -0.5% |
| 3M | +4.5% | +7.5% | -3.0% | +5.5% |
| 6M | -4.0% | +15.0% | -19.0% | -1.6% |
| YTD | +41.4% | +35.0% | +6.3% | +44.0% |
| 1Y | +45.9% | +36.5% | +9.4% | +49.6% |
| All | +45.9% | +37.3% | +8.6% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 1y: compounded portfolio wealth divided by compounded WELL 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…
1y analysis · Full analysis span regression · 6 months rolling