+97.5%
OXY vs WM
+61.9%
+35.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +4.2% | +3.2% | +1.0% | +3.1% |
| 30D | -4.3% | +13.0% | -17.3% | -8.4% |
| 3M | +2.3% | +9.2% | -6.9% | -0.9% |
| 6M | +5.5% | +13.6% | -8.1% | +0.6% |
| YTD | +44.9% | +12.4% | +32.5% | +38.9% |
| 1Y | +42.6% | +21.2% | +21.4% | +33.3% |
| 3Y | +0.7% | +48.7% | -47.9% | -14.5% |
| All | +97.5% | +61.9% | +35.6% | +57.4% |
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