+150.5%
OXY vs WM
+52.1%
+98.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.5% |
| 7D | +1.6% | -0.3% | +1.9% | +1.7% |
| 30D | +11.6% | -2.4% | +13.9% | +12.5% |
| 3M | +2.8% | +0.4% | +2.4% | +2.4% |
| 6M | +13.0% | -9.5% | +22.5% | +16.6% |
| YTD | +47.4% | +0.5% | +46.9% | +47.0% |
| 1Y | +31.5% | -1.1% | +32.6% | +31.7% |
| 3Y | -1.9% | +46.0% | -48.0% | -16.3% |
| All | +150.5% | +52.1% | +98.3% | +108.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling