+15.7%
OXY vs WM
+332.5%
-316.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | -0.1% |
| 7D | -0.2% | +0.8% | -0.9% | -0.6% |
| 30D | -6.4% | +13.8% | -20.2% | -13.8% |
| 3M | -2.6% | +6.4% | -9.0% | -6.7% |
| 6M | +4.8% | +13.2% | -8.4% | -3.7% |
| YTD | +41.2% | +10.8% | +30.4% | +31.3% |
| 1Y | +39.5% | +20.2% | +19.3% | +23.2% |
| 3Y | -0.8% | +46.5% | -47.3% | -26.3% |
| 5Y | +91.6% | +61.3% | +30.3% | +29.1% |
| 10Y | +15.7% | +324.8% | -309.0% | -50.7% |
| All | +15.7% | +332.5% | -316.8% | -50.7% |
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