+16.6%
OXY vs WMB
+284.4%
-267.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.3% | +1.4% |
| 7D | +3.6% | +8.1% | -4.5% | -3.3% |
| 30D | -5.3% | -6.9% | +1.6% | -0.1% |
| 3M | +0.2% | -5.1% | +5.3% | +3.3% |
| 6M | +4.7% | -5.7% | +10.5% | +7.9% |
| YTD | +44.0% | +18.1% | +26.0% | +20.4% |
| 1Y | +42.1% | +18.4% | +23.6% | +18.2% |
| 3Y | +1.2% | +122.7% | -121.5% | -56.8% |
| 5Y | +95.7% | +202.0% | -106.4% | -36.7% |
| All | +16.6% | +284.4% | -267.8% | -68.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling