+198.8%
CVX vs PWR
+1,818.7%
-1,620.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.7% |
| 7D | -6.2% | -11.2% | +5.0% | -3.2% |
| 30D | -0.4% | -17.4% | +17.0% | +4.8% |
| 3M | +9.3% | -11.7% | +21.1% | +11.8% |
| 6M | +18.4% | -21.7% | +40.1% | +24.2% |
| YTD | +42.5% | +38.3% | +4.2% | +18.0% |
| 1Y | +41.0% | +29.6% | +11.5% | +19.2% |
| 3Y | +67.5% | +236.1% | -168.6% | -15.1% |
| 5Y | +126.1% | +406.3% | -280.2% | -12.8% |
| 10Y | +198.8% | +1,796.7% | -1,597.9% | -52.4% |
| All | +198.8% | +1,818.7% | -1,620.0% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling