+37.5%
CVX vs W
+25.7%
+11.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.8% | -1.0% |
| 7D | +3.3% | -4.2% | +7.5% | +2.9% |
| 30D | +12.9% | -7.6% | +20.4% | +12.1% |
| 3M | +11.7% | +37.2% | -25.4% | +16.8% |
| 6M | +14.1% | +26.3% | -12.2% | +20.1% |
| YTD | +40.7% | -1.0% | +41.7% | +47.0% |
| 1Y | +37.5% | +20.1% | +17.4% | +43.9% |
| All | +37.5% | +25.7% | +11.8% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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