+42.2%
CVX vs CDW
-29.2%
+71.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.2% | +5.8% | +1.4% |
| 7D | -0.6% | -3.9% | +3.3% | 0.0% |
| 30D | +13.4% | +6.9% | +6.5% | +12.1% |
| 3M | +11.8% | +7.7% | +4.1% | +10.0% |
| 6M | +12.4% | +18.3% | -5.9% | +7.9% |
| YTD | +41.5% | +7.8% | +33.7% | +38.1% |
| 1Y | +41.6% | -12.2% | +53.8% | +44.6% |
| 3Y | +42.2% | -28.9% | +71.2% | +42.3% |
| All | +42.2% | -29.2% | +71.5% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CDW 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling