+161.6%
OXY vs WELL
+211.0%
-49.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.6% | +1.2% |
| 7D | +0.6% | -1.1% | +1.8% | +0.8% |
| 30D | +4.5% | +0.7% | +3.8% | +4.3% |
| 3M | +8.9% | +14.5% | -5.6% | +6.2% |
| 6M | +12.5% | +14.4% | -1.9% | +9.3% |
| YTD | +50.5% | +28.5% | +22.0% | +42.5% |
| 1Y | +38.6% | +41.8% | -3.2% | +28.2% |
| 3Y | -1.2% | +202.8% | -204.1% | -26.6% |
| 5Y | +161.6% | +208.8% | -47.2% | +104.7% |
| All | +161.6% | +211.0% | -49.3% | +104.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling