+48.0%
CVX vs WCC
+129.2%
-81.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +2.0% |
| 7D | +1.0% | +6.8% | -5.8% | +0.3% |
| 30D | +10.7% | -3.0% | +13.7% | +10.9% |
| 3M | +15.5% | +0.2% | +15.3% | +15.1% |
| 6M | +14.9% | +33.2% | -18.3% | +9.5% |
| YTD | +44.2% | +45.8% | -1.6% | +35.1% |
| 1Y | +43.5% | +68.4% | -24.9% | +30.7% |
| All | +48.0% | +129.2% | -81.2% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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