+36.4%
OXY vs WM
+0.6%
+35.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.3% |
| 7D | -0.5% | -0.9% | +0.4% | -0.1% |
| 30D | +8.5% | -4.3% | +12.8% | +10.6% |
| 3M | +6.0% | +0.8% | +5.2% | +4.9% |
| 6M | +13.0% | -10.8% | +23.7% | +17.7% |
| YTD | +48.9% | -0.1% | +48.9% | +49.6% |
| 1Y | +36.4% | +1.0% | +35.4% | +37.0% |
| All | +36.4% | +0.6% | +35.8% | +37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling