+1,308.1%
OXY vs WMB
+5,189.1%
-3,881.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | +4.2% | +7.8% | -3.6% | +1.9% |
| 30D | -4.3% | -5.1% | +0.8% | -3.0% |
| 3M | +2.3% | -4.7% | +7.0% | +3.5% |
| 6M | +5.5% | -7.4% | +12.9% | +7.6% |
| YTD | +44.9% | +17.5% | +27.4% | +37.6% |
| 1Y | +42.6% | +19.5% | +23.1% | +34.8% |
| 3Y | +0.7% | +121.3% | -120.5% | -21.2% |
| 5Y | +96.9% | +200.5% | -103.7% | +43.4% |
| 10Y | +18.8% | +281.9% | -263.1% | -14.8% |
| All | +1,308.1% | +5,189.1% | -3,881.0% | +420.2% |
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