+6.4%
OXY vs WU
-39.1%
+45.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.2% |
| 7D | +2.8% | -3.5% | +6.3% | +4.5% |
| 30D | +5.5% | -2.9% | +8.4% | +6.6% |
| 3M | +11.3% | -2.3% | +13.6% | +8.9% |
| 6M | +11.6% | -25.4% | +37.0% | +24.6% |
| YTD | +51.6% | -21.2% | +72.8% | +63.1% |
| 1Y | +36.2% | -8.9% | +45.1% | +33.1% |
| 3Y | +1.7% | -29.0% | +30.7% | +10.1% |
| 5Y | +164.5% | -50.7% | +215.2% | +252.4% |
| All | +6.4% | -39.1% | +45.5% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling