+42.2%
CVX vs W
+44.2%
-1.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | 0.0% | +0.6% |
| 7D | -0.6% | +6.5% | -7.1% | -0.7% |
| 30D | +13.4% | -6.2% | +19.7% | +13.5% |
| 3M | +11.8% | +48.9% | -37.0% | +10.4% |
| 6M | +12.4% | +31.2% | -18.8% | +11.4% |
| YTD | +41.5% | -0.4% | +41.9% | +42.0% |
| 1Y | +41.6% | +14.8% | +26.8% | +40.1% |
| 3Y | +42.2% | +40.5% | +1.7% | +25.9% |
| All | +42.2% | +44.2% | -1.9% | +25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling