+34.1%
OXY vs WST
+37.8%
-3.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.2% |
| 7D | +0.9% | +0.4% | +0.5% | +0.9% |
| 30D | +3.6% | -2.0% | +5.6% | +3.5% |
| 3M | +7.1% | +4.1% | +3.0% | +7.0% |
| 6M | +15.7% | +47.4% | -31.8% | +12.3% |
| YTD | +50.1% | +25.4% | +24.7% | +48.6% |
| 1Y | +34.1% | +35.3% | -1.2% | +31.7% |
| All | +34.1% | +37.8% | -3.7% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling