+0.8%
OXY vs WWD
+164.0%
-163.3%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.2% | -0.2% |
| 7D | +0.9% | -2.9% | +3.8% | +1.0% |
| 30D | +3.6% | -6.6% | +10.2% | +3.8% |
| 3M | +7.1% | -9.3% | +16.4% | +7.0% |
| 6M | +15.7% | -13.6% | +29.3% | +15.8% |
| YTD | +50.1% | +10.4% | +39.8% | +42.2% |
| 1Y | +34.1% | +39.9% | -5.8% | +19.4% |
| All | +0.8% | +164.0% | -163.3% | -21.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling