+43.5%
CVX vs WAT
+30.7%
+12.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +2.0% |
| 7D | +1.0% | -1.8% | +2.8% | +0.8% |
| 30D | +10.7% | -1.7% | +12.3% | +10.5% |
| 3M | +15.5% | +9.1% | +6.4% | +16.5% |
| 6M | +14.9% | +32.4% | -17.5% | +17.5% |
| YTD | +44.2% | +6.6% | +37.6% | +47.1% |
| 1Y | +43.5% | +34.7% | +8.8% | +47.9% |
| All | +43.5% | +30.7% | +12.8% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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