+42.2%
CVX vs ARWR
+181.4%
-139.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.6% |
| 7D | -0.6% | +2.9% | -3.5% | -0.7% |
| 30D | +13.4% | -2.9% | +16.3% | +13.5% |
| 3M | +11.8% | +15.2% | -3.4% | +11.2% |
| 6M | +12.4% | +42.3% | -29.8% | +10.6% |
| YTD | +41.5% | +28.2% | +13.3% | +39.7% |
| 1Y | +41.6% | +213.2% | -171.6% | +31.4% |
| 3Y | +42.2% | +184.6% | -142.4% | +25.7% |
| All | +42.2% | +181.4% | -139.1% | +25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling