+57.3%
WULF vs OXY
+37.2%
+20.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.9% |
| 7D | +1.4% | +2.8% | -1.4% | +2.3% |
| 30D | -2.6% | +5.5% | -8.1% | -0.9% |
| 3M | -34.0% | +11.3% | -45.3% | -30.9% |
| 6M | +10.0% | +11.6% | -1.6% | +12.4% |
| YTD | +45.7% | +51.6% | -5.9% | +42.1% |
| 1Y | +57.3% | +36.2% | +21.1% | +58.4% |
| All | +57.3% | +37.2% | +20.2% | +58.4% |
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 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