+7.6%
OXY vs WING
+407.0%
-399.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | +8.5% | -6.0% | +14.5% | +8.9% |
| 3M | +6.0% | -23.5% | +29.5% | +8.1% |
| 6M | +13.0% | -52.0% | +65.0% | +20.3% |
| YTD | +48.9% | -53.8% | +102.7% | +58.2% |
| 1Y | +36.4% | -63.8% | +100.2% | +48.6% |
| 3Y | -2.3% | -30.8% | +28.5% | -7.7% |
| 5Y | +160.6% | -34.3% | +194.9% | +139.4% |
| 10Y | +2.0% | +352.4% | -350.4% | -37.8% |
| All | +7.6% | +407.0% | -399.4% | -37.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling