+147.9%
OXY vs WTW
+42.0%
+105.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.8% | -5.7% | +8.5% | +4.1% |
| 30D | +5.5% | -7.3% | +12.7% | +7.1% |
| 3M | +11.3% | +21.5% | -10.2% | +6.0% |
| 6M | +11.6% | +9.6% | +2.0% | +8.5% |
| YTD | +51.6% | -3.3% | +54.8% | +51.7% |
| 1Y | +36.2% | -6.1% | +42.3% | +37.4% |
| 3Y | +1.7% | +61.8% | -60.1% | -15.9% |
| All | +147.9% | +42.0% | +105.9% | +108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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