+163.2%
OXY vs WU
-51.6%
+214.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | +1.4% | -5.0% | +6.3% | +2.3% |
| 30D | +4.0% | -2.3% | +6.3% | +4.3% |
| 3M | +7.6% | -3.2% | +10.8% | +6.8% |
| 6M | +16.2% | -25.0% | +41.2% | +22.4% |
| YTD | +50.8% | -21.7% | +72.5% | +56.5% |
| 1Y | +34.7% | -9.0% | +43.7% | +33.1% |
| 3Y | -1.0% | -28.9% | +27.9% | +3.2% |
| 5Y | +163.2% | -51.0% | +214.2% | +231.1% |
| All | +163.2% | -51.6% | +214.8% | +231.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling