+293.4%
WBD vs OXY
+168.5%
+124.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.1% |
| 7D | -1.7% | +0.6% | -2.3% | -1.9% |
| 30D | +3.9% | +4.5% | -0.6% | +2.3% |
| 3M | +5.1% | +8.9% | -3.8% | +1.7% |
| 6M | +0.6% | +12.5% | -11.9% | -4.5% |
| YTD | -3.2% | +50.5% | -53.6% | -16.8% |
| 1Y | +127.7% | +38.6% | +89.0% | +99.5% |
| 3Y | +146.6% | -1.2% | +147.8% | +138.9% |
| 5Y | +4.2% | +161.6% | -157.5% | -30.0% |
| 10Y | +13.7% | +5.3% | +8.4% | -16.2% |
| All | +293.4% | +168.5% | +124.9% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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