+6.4%
OXY vs WPM
+558.4%
-552.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.3% |
| 7D | +2.8% | -0.6% | +3.4% | +2.9% |
| 30D | +5.5% | +14.4% | -9.0% | +3.8% |
| 3M | +11.3% | +37.0% | -25.7% | +7.1% |
| 6M | +11.6% | +4.1% | +7.5% | +10.2% |
| YTD | +51.6% | +31.7% | +19.8% | +44.0% |
| 1Y | +36.2% | +44.2% | -8.0% | +27.3% |
| 3Y | +1.7% | +265.5% | -263.8% | -19.3% |
| 5Y | +164.5% | +262.5% | -98.0% | +107.8% |
| All | +6.4% | +558.4% | -552.0% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling