+1,332.5%
OXY vs WM
+26,336.4%
-25,003.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.7% |
| 7D | +1.6% | -0.3% | +1.9% | +1.7% |
| 30D | +11.6% | -2.4% | +13.9% | +12.2% |
| 3M | +2.8% | +0.4% | +2.4% | +2.6% |
| 6M | +13.0% | -9.5% | +22.5% | +15.5% |
| YTD | +47.4% | +0.5% | +46.9% | +47.1% |
| 1Y | +31.5% | -1.1% | +32.6% | +31.6% |
| 3Y | -1.9% | +46.0% | -48.0% | -10.4% |
| 5Y | +148.0% | +51.8% | +96.1% | +124.1% |
| 10Y | +2.3% | +307.5% | -305.3% | -22.5% |
| All | +1,332.5% | +26,336.4% | -25,003.9% | +751.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling