-2.3%
OXY vs WMB
+148.7%
-151.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.2% | +0.1% |
| 7D | -0.5% | +0.8% | -1.3% | -0.8% |
| 30D | +8.5% | +7.7% | +0.8% | +4.9% |
| 3M | +6.0% | +6.7% | -0.7% | +2.8% |
| 6M | +13.0% | +3.6% | +9.3% | +10.9% |
| YTD | +48.9% | +28.0% | +20.9% | +33.1% |
| 1Y | +36.4% | +37.6% | -1.2% | +17.5% |
| 3Y | -2.3% | +149.0% | -151.3% | -49.3% |
| All | -2.3% | +148.7% | -151.0% | -49.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling