+17.3%
OXY vs WING
+620.3%
-602.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +4.2% | -2.5% | +6.7% | +4.3% |
| 30D | -4.3% | +29.5% | -33.9% | -6.6% |
| 3M | +2.3% | +40.2% | -37.9% | -1.2% |
| 6M | +5.5% | +32.7% | -27.2% | +1.8% |
| YTD | +44.9% | -32.8% | +77.7% | +47.8% |
| 1Y | +42.6% | -31.7% | +74.3% | +45.0% |
| 3Y | +0.7% | -24.7% | +25.5% | -3.9% |
| 5Y | +96.9% | -0.5% | +97.3% | +73.6% |
| All | +17.3% | +620.3% | -602.9% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling