+2,027.7%
OXY vs WWD
+15,097.2%
-13,069.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +1.7% |
| 7D | -0.5% | +0.8% | -1.3% | -0.8% |
| 30D | +8.5% | -6.4% | +14.9% | +10.8% |
| 3M | +6.0% | -5.6% | +11.6% | +6.6% |
| 6M | +13.0% | -9.1% | +22.1% | +12.9% |
| YTD | +48.9% | +12.5% | +36.4% | +36.7% |
| 1Y | +36.4% | +41.3% | -4.9% | +13.9% |
| 3Y | -2.3% | +170.2% | -172.5% | -38.0% |
| 5Y | +160.6% | +192.5% | -31.9% | +56.9% |
| 10Y | +2.0% | +476.9% | -474.9% | -49.0% |
| All | +2,027.7% | +15,097.2% | -13,069.5% | +601.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WWD 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling