+1,263.8%
OXY vs WST
+14,983.8%
-13,720.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.2% | +2.1% |
| 7D | -5.8% | +1.4% | -7.2% | -6.2% |
| 30D | -5.3% | +12.7% | -18.1% | -8.1% |
| 3M | -2.5% | +17.2% | -19.7% | -6.3% |
| 6M | +8.3% | +26.7% | -18.4% | +1.8% |
| YTD | +40.3% | +50.3% | -10.0% | +25.5% |
| 1Y | +38.8% | +50.2% | -11.4% | +24.1% |
| 3Y | -1.4% | +21.7% | -23.1% | -13.7% |
| 5Y | +92.2% | +2.0% | +90.2% | +71.2% |
| 10Y | +13.7% | +451.1% | -437.4% | -41.1% |
| All | +1,263.8% | +14,983.8% | -13,720.0% | +304.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling