+1.7%
OXY vs WELL
+200.9%
-199.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.8% | -0.2% | +3.1% | +2.8% |
| 30D | +5.5% | +2.3% | +3.1% | +5.4% |
| 3M | +11.3% | +12.3% | -1.0% | +11.2% |
| 6M | +11.6% | +15.6% | -4.0% | +11.4% |
| YTD | +51.6% | +28.3% | +23.2% | +50.1% |
| 1Y | +36.2% | +41.9% | -5.7% | +34.1% |
| 3Y | +1.7% | +198.3% | -196.6% | -4.1% |
| All | +1.7% | +200.9% | -199.2% | -4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling