+1,476.2%
CVX vs PWR
+7,423.5%
-5,947.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.3% | -6.4% | -1.2% |
| 7D | -9.7% | -12.9% | +3.1% | -7.9% |
| 30D | +3.6% | -22.8% | +26.5% | +7.7% |
| 3M | +13.3% | -19.0% | +32.3% | +16.5% |
| 6M | +16.9% | -31.1% | +48.0% | +22.5% |
| YTD | +43.4% | +28.3% | +15.1% | +34.1% |
| 1Y | +44.5% | +22.2% | +22.3% | +36.0% |
| 3Y | +64.0% | +222.2% | -158.2% | +27.3% |
| 5Y | +126.4% | +364.2% | -237.7% | +63.2% |
| 10Y | +209.4% | +1,864.8% | -1,655.5% | +76.0% |
| All | +1,476.2% | +7,423.5% | -5,947.3% | +694.4% |
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 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