+719.6%
OXY vs WTW
+1,101.3%
-381.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | +1.4% | -7.8% | +9.2% | +4.7% |
| 30D | +4.0% | -7.9% | +11.9% | +7.4% |
| 3M | +7.6% | +19.9% | -12.3% | -0.9% |
| 6M | +16.2% | +9.8% | +6.4% | +10.1% |
| YTD | +50.8% | -3.3% | +54.2% | +49.6% |
| 1Y | +34.7% | -3.3% | +38.0% | +33.1% |
| 3Y | -1.0% | +61.5% | -62.6% | -23.2% |
| 5Y | +163.2% | +42.6% | +120.6% | +112.6% |
| 10Y | +5.5% | +197.1% | -191.5% | -36.6% |
| All | +719.6% | +1,101.3% | -381.7% | +260.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling