+12.5%
WULF vs OXY
+15.4%
-2.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.6% | -5.9% |
| 7D | -0.6% | +0.9% | -1.5% | 0.0% |
| 30D | -3.6% | +3.6% | -7.2% | -1.2% |
| 3M | -30.4% | +7.1% | -37.5% | -26.2% |
| 6M | +12.5% | +15.7% | -3.2% | +34.3% |
| All | +12.5% | +15.4% | -2.9% | +34.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling