+31.5%
OXY vs WMB
+31.9%
-0.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -1.0% |
| 7D | +1.6% | +0.6% | +1.0% | +1.4% |
| 30D | +11.6% | +3.3% | +8.3% | +10.0% |
| 3M | +2.8% | +3.1% | -0.3% | +1.4% |
| 6M | +13.0% | -0.7% | +13.8% | +13.3% |
| YTD | +47.4% | +25.2% | +22.2% | +36.8% |
| 1Y | +31.5% | +32.9% | -1.4% | +16.7% |
| All | +31.5% | +31.9% | -0.4% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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