+37.5%
CVX vs ARWR
+208.4%
-170.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | +3.3% | +1.7% | +1.7% | +3.5% |
| 30D | +12.9% | -0.7% | +13.5% | +12.9% |
| 3M | +11.7% | +14.9% | -3.2% | +13.3% |
| 6M | +14.1% | +32.6% | -18.5% | +17.6% |
| YTD | +40.7% | +30.0% | +10.6% | +44.9% |
| 1Y | +37.5% | +208.4% | -170.9% | +41.7% |
| All | +37.5% | +208.4% | -170.9% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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