+147.9%
OXY vs WY
-22.2%
+170.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +2.8% | -4.2% | +7.0% | +4.3% |
| 30D | +5.5% | -10.1% | +15.5% | +9.1% |
| 3M | +11.3% | -8.5% | +19.8% | +14.0% |
| 6M | +11.6% | -3.3% | +14.9% | +10.9% |
| YTD | +51.6% | -4.4% | +56.0% | +50.2% |
| 1Y | +36.2% | -11.5% | +47.7% | +39.5% |
| 3Y | +1.7% | -24.3% | +26.0% | +9.0% |
| All | +147.9% | -22.2% | +170.1% | +141.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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