+41.0%
CVX vs IWD
+29.9%
+11.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -6.2% | +1.6% | -7.8% | -5.6% |
| 30D | -0.4% | +3.6% | -3.9% | +0.9% |
| 3M | +9.3% | +2.0% | +7.3% | +10.2% |
| 6M | +18.4% | +13.1% | +5.3% | +23.0% |
| YTD | +42.5% | +26.2% | +16.3% | +47.1% |
| 1Y | +41.0% | +29.6% | +11.5% | +45.0% |
| All | +41.0% | +29.9% | +11.1% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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