+417.4%
WDC vs OXY
+32.4%
+385.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.8% | +5.6% |
| 7D | +1.7% | +1.6% | +0.2% | +2.2% |
| 30D | -10.0% | +11.6% | -21.5% | -7.3% |
| 3M | -18.8% | +2.8% | -21.6% | -17.1% |
| 6M | +79.0% | +13.0% | +66.0% | +81.7% |
| YTD | +171.6% | +47.4% | +124.2% | +174.6% |
| 1Y | +417.4% | +31.5% | +385.9% | +434.9% |
| All | +417.4% | +32.4% | +385.0% | +434.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling