+40.6%
CVX vs FWONK
-3.0%
+43.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | +9.8% | -7.7% | +17.6% | +9.1% |
| 3M | +16.2% | +5.7% | +10.5% | +16.9% |
| 6M | +13.6% | +13.5% | +0.2% | +14.1% |
| YTD | +44.4% | -3.0% | +47.3% | +49.2% |
| 1Y | +40.6% | -6.4% | +47.0% | +46.3% |
| All | +40.6% | -3.0% | +43.6% | +46.3% |
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