+9.5%
OXY vs WM
+337.2%
-327.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | -8.2% | -0.5% | -7.7% | -8.0% |
| 30D | -7.2% | +13.3% | -20.5% | -14.4% |
| 3M | +0.2% | +4.4% | -4.2% | -2.9% |
| 6M | +6.1% | +10.8% | -4.7% | -1.3% |
| YTD | +37.5% | +9.1% | +28.4% | +29.1% |
| 1Y | +37.7% | +19.1% | +18.5% | +22.2% |
| 3Y | -2.8% | +45.7% | -48.4% | -27.5% |
| 5Y | +77.6% | +60.4% | +17.2% | +19.8% |
| 10Y | +9.5% | +328.7% | -319.3% | -50.6% |
| All | +9.5% | +337.2% | -327.7% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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