+18,223.1%
WDC vs OXY
+1,377.9%
+16,845.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.8% |
| 7D | +6.0% | -0.5% | +6.5% | +6.1% |
| 30D | +9.9% | +8.5% | +1.4% | +6.9% |
| 3M | -9.4% | +6.0% | -15.4% | -11.9% |
| 6M | +94.7% | +13.0% | +81.7% | +82.9% |
| YTD | +177.3% | +48.9% | +128.4% | +136.4% |
| 1Y | +412.4% | +36.4% | +376.0% | +346.7% |
| 3Y | +1,359.3% | -2.3% | +1,361.6% | +1,294.9% |
| 5Y | +992.2% | +160.6% | +831.6% | +608.8% |
| 10Y | +1,245.1% | +2.0% | +1,243.1% | +871.8% |
| All | +18,223.1% | +1,377.9% | +16,845.2% | +9,894.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling