+43.5%
CVX vs W
+15.1%
+28.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.8% | +1.9% |
| 7D | +1.0% | +5.9% | -4.9% | +1.6% |
| 30D | +10.7% | -3.0% | +13.7% | +10.4% |
| 3M | +15.5% | +40.3% | -24.9% | +20.8% |
| 6M | +14.9% | +32.2% | -17.3% | +20.9% |
| YTD | +44.2% | -0.3% | +44.5% | +51.0% |
| 1Y | +43.5% | +16.2% | +27.4% | +48.3% |
| All | +43.5% | +15.1% | +28.4% | +48.3% |
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