+18,229.0%
WDC vs OXY
+1,377.9%
+16,851.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.8% |
| 7D | +6.0% | -0.5% | +6.5% | +6.2% |
| 30D | +9.9% | +8.5% | +1.5% | +7.0% |
| 3M | -9.4% | +6.0% | -15.4% | -11.8% |
| 6M | +94.7% | +13.0% | +81.8% | +83.0% |
| YTD | +177.4% | +48.9% | +128.5% | +136.5% |
| 1Y | +412.6% | +36.4% | +376.2% | +346.9% |
| 3Y | +1,359.8% | -2.3% | +1,362.1% | +1,295.3% |
| 5Y | +992.6% | +160.6% | +831.9% | +609.0% |
| 10Y | +1,245.5% | +2.0% | +1,243.5% | +872.1% |
| All | +18,229.0% | +1,377.9% | +16,851.1% | +9,897.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling