+113.2%
WDC vs OXY
+45.4%
+67.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -5.1% | -1.6% | -8.2% |
| 7D | -18.3% | -8.8% | -9.5% | -20.5% |
| 30D | -26.7% | -1.7% | -25.0% | -26.7% |
| 3M | -40.9% | +4.5% | -45.5% | -39.5% |
| 6M | -26.8% | -4.0% | -22.8% | -26.6% |
| YTD | +88.2% | +41.4% | +46.8% | +97.8% |
| 1Y | +113.2% | +45.9% | +67.3% | +131.1% |
| All | +113.2% | +45.4% | +67.8% | +131.1% |
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