-1.8%
OXY vs WMB
+121.3%
-123.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | -0.3% |
| 7D | -0.2% | +1.6% | -1.7% | -0.9% |
| 30D | -6.4% | -7.1% | +0.7% | -3.7% |
| 3M | -2.6% | -4.0% | +1.4% | -1.4% |
| 6M | +4.8% | -5.7% | +10.5% | +6.8% |
| YTD | +41.2% | +17.2% | +24.0% | +31.7% |
| 1Y | +39.5% | +17.2% | +22.3% | +30.1% |
| All | -1.8% | +121.3% | -123.1% | -38.5% |
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