+2,006.3%
OXY vs WWD
+15,408.5%
-13,402.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.3% |
| 7D | +1.6% | +1.3% | +0.3% | +1.1% |
| 30D | +11.6% | -7.2% | +18.7% | +14.3% |
| 3M | +2.8% | -3.8% | +6.6% | +2.7% |
| 6M | +13.0% | -9.9% | +23.0% | +13.4% |
| YTD | +47.4% | +14.8% | +32.6% | +34.3% |
| 1Y | +31.5% | +42.1% | -10.6% | +9.7% |
| 3Y | -1.9% | +170.8% | -172.7% | -37.8% |
| 5Y | +148.0% | +197.5% | -49.6% | +48.4% |
| 10Y | +2.3% | +477.8% | -475.6% | -49.0% |
| All | +2,006.3% | +15,408.5% | -13,402.3% | +589.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling