+207.2%
CVX vs ARWR
+1,075.6%
-868.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.7% |
| 7D | -0.6% | +2.9% | -3.5% | -0.8% |
| 30D | +13.4% | -2.9% | +16.3% | +13.6% |
| 3M | +11.8% | +15.2% | -3.4% | +10.4% |
| 6M | +12.4% | +42.3% | -29.8% | +8.9% |
| YTD | +41.5% | +28.2% | +13.3% | +37.8% |
| 1Y | +41.6% | +213.2% | -171.6% | +27.9% |
| 3Y | +42.2% | +184.6% | -142.4% | +24.8% |
| 5Y | +166.0% | +29.2% | +136.7% | +140.9% |
| 10Y | +207.2% | +1,012.5% | -805.3% | +154.2% |
| All | +207.2% | +1,075.6% | -868.3% | +154.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling