+1,347.0%
OXY vs WELL
+18,912.8%
-17,565.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.6% | +0.8% |
| 7D | -0.5% | -1.3% | +0.8% | 0.0% |
| 30D | +8.5% | +0.5% | +8.0% | +8.1% |
| 3M | +6.0% | +19.1% | -13.1% | -1.1% |
| 6M | +13.0% | +17.0% | -4.0% | +5.3% |
| YTD | +48.9% | +29.2% | +19.7% | +33.4% |
| 1Y | +36.4% | +42.1% | -5.7% | +17.5% |
| 3Y | -2.3% | +204.5% | -206.8% | -38.9% |
| 5Y | +160.6% | +211.0% | -50.3% | +58.5% |
| 10Y | +2.0% | +337.6% | -335.6% | -45.9% |
| All | +1,347.0% | +18,912.8% | -17,565.8% | +430.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling