+161.6%
OXY vs WST
-27.5%
+189.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | +0.6% | -1.7% | +2.3% | +0.8% |
| 30D | +4.5% | -4.3% | +8.8% | +4.9% |
| 3M | +8.9% | +0.7% | +8.2% | +8.7% |
| 6M | +12.5% | +36.0% | -23.6% | +8.7% |
| YTD | +50.5% | +22.7% | +27.7% | +46.8% |
| 1Y | +38.6% | +34.1% | +4.5% | +33.8% |
| 3Y | -1.2% | -13.6% | +12.3% | -2.7% |
| 5Y | +161.6% | -26.0% | +187.6% | +122.6% |
| All | +161.6% | -27.5% | +189.2% | +122.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling