+1,446.5%
CVX vs PWR
+8,583.6%
-7,137.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.4% |
| 7D | +3.3% | +3.6% | -0.3% | +2.7% |
| 30D | +12.9% | -8.6% | +21.5% | +14.5% |
| 3M | +11.7% | -13.2% | +24.9% | +13.5% |
| 6M | +14.1% | +9.9% | +4.3% | +10.7% |
| YTD | +40.7% | +48.0% | -7.3% | +29.3% |
| 1Y | +37.5% | +66.2% | -28.7% | +23.3% |
| 3Y | +43.9% | +195.1% | -151.2% | +14.1% |
| 5Y | +161.5% | +442.6% | -281.1% | +84.6% |
| 10Y | +215.1% | +2,334.2% | -2,119.1% | +74.5% |
| All | +1,446.5% | +8,583.6% | -7,137.1% | +665.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling