+167.0%
CVX vs WBD
+6.4%
+160.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | +2.6% | -0.7% | +3.4% | +2.7% |
| 30D | +9.8% | +1.4% | +8.4% | +9.6% |
| 3M | +16.2% | +4.4% | +11.8% | +15.6% |
| 6M | +13.6% | +0.8% | +12.8% | +13.4% |
| YTD | +44.4% | -2.7% | +47.1% | +44.6% |
| 1Y | +40.6% | +73.4% | -32.8% | +31.4% |
| 3Y | +48.2% | +142.1% | -94.0% | +28.4% |
| All | +167.0% | +6.4% | +160.6% | +146.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 5y: compounded portfolio wealth divided by compounded WBD 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…
5y analysis · Full analysis span regression · 6 months rolling