+47.0%
CVX vs FWONK
+0.2%
+46.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.5% | -7.2% | -3.1% |
| 7D | -5.3% | +8.9% | -14.2% | -4.0% |
| 30D | +5.1% | +4.1% | +0.9% | +5.9% |
| 3M | +14.9% | +2.6% | +12.4% | +15.6% |
| 6M | +14.9% | +12.2% | +2.7% | +17.2% |
| YTD | +46.3% | +0.4% | +45.9% | +54.2% |
| 1Y | +47.0% | -1.8% | +48.8% | +54.8% |
| All | +47.0% | +0.2% | +46.9% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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