+916.1%
WDC vs OXY
+160.1%
+756.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.1% |
| 7D | -4.3% | +2.8% | -7.1% | -4.8% |
| 30D | -1.5% | +5.5% | -6.9% | -2.6% |
| 3M | -15.5% | +11.3% | -26.8% | -17.5% |
| 6M | +66.5% | +11.6% | +54.9% | +60.2% |
| YTD | +159.9% | +51.6% | +108.3% | +129.8% |
| 1Y | +366.0% | +36.2% | +329.7% | +322.3% |
| 3Y | +1,285.8% | +1.7% | +1,284.1% | +1,223.8% |
| All | +916.1% | +160.1% | +756.0% | +676.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling