+47.0%
CVX vs W
+21.5%
+25.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +11.0% | -14.7% | -2.2% |
| 7D | -5.3% | +8.4% | -13.7% | -4.2% |
| 30D | +5.1% | +16.5% | -11.4% | +7.5% |
| 3M | +14.9% | +6.4% | +8.5% | +16.6% |
| 6M | +14.9% | +90.5% | -75.7% | +27.3% |
| YTD | +46.3% | +23.1% | +23.3% | +59.4% |
| 1Y | +47.0% | +24.3% | +22.7% | +60.4% |
| All | +47.0% | +21.5% | +25.5% | +60.4% |
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