+1,332.5%
OXY vs WMB
+5,535.5%
-4,203.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +10.4% |
| 3M | +2.8% | +3.1% | -0.3% | +1.7% |
| 6M | +13.0% | -0.7% | +13.8% | +13.0% |
| YTD | +47.4% | +25.2% | +22.2% | +37.6% |
| 1Y | +31.5% | +32.9% | -1.4% | +20.4% |
| 3Y | -1.9% | +140.6% | -142.5% | -25.0% |
| 5Y | +148.0% | +273.5% | -125.5% | +70.4% |
| 10Y | +2.3% | +334.2% | -331.9% | -29.0% |
| All | +1,332.5% | +5,535.5% | -4,203.0% | +420.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling