+161.6%
OXY vs WMB
+285.8%
-124.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.7% |
| 7D | +0.6% | 0.0% | +0.7% | +0.6% |
| 30D | +4.5% | +4.6% | -0.1% | +0.6% |
| 3M | +8.9% | +5.7% | +3.2% | +3.7% |
| 6M | +12.5% | +4.2% | +8.3% | +7.9% |
| YTD | +50.5% | +26.8% | +23.6% | +23.1% |
| 1Y | +38.6% | +34.7% | +3.9% | +6.9% |
| 3Y | -1.2% | +146.8% | -148.0% | -62.3% |
| 5Y | +161.6% | +285.0% | -123.4% | -49.3% |
| All | +161.6% | +285.8% | -124.2% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling