+13.7%
OXY vs WM
+329.9%
-316.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.9% |
| 7D | -5.8% | +1.2% | -7.0% | -6.6% |
| 30D | -5.3% | +13.7% | -19.0% | -12.8% |
| 3M | -2.5% | +5.2% | -7.8% | -6.0% |
| 6M | +8.3% | +11.2% | -2.9% | +0.6% |
| YTD | +40.3% | +9.4% | +30.9% | +31.5% |
| 1Y | +38.8% | +20.4% | +18.4% | +22.4% |
| 3Y | -1.4% | +44.7% | -46.1% | -26.1% |
| 5Y | +92.2% | +58.5% | +33.7% | +31.1% |
| 10Y | +13.7% | +326.4% | -312.7% | -49.6% |
| All | +13.7% | +329.9% | -316.1% | -49.6% |
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