+770.0%
WDC vs OXY
+1.6%
+768.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.6% | -5.6% | -5.1% |
| 7D | +12.1% | +4.2% | +7.9% | +11.5% |
| 30D | -18.8% | -4.3% | -14.5% | -18.4% |
| 3M | -39.3% | +2.3% | -41.6% | -39.6% |
| 6M | -40.1% | +5.5% | -45.7% | -40.6% |
| YTD | +71.8% | +44.9% | +26.9% | +50.3% |
| 1Y | +88.5% | +42.6% | +45.9% | +65.4% |
| 3Y | +770.0% | +0.7% | +769.2% | +723.0% |
| All | +770.0% | +1.6% | +768.4% | +723.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling