+67.9%
CVX vs WCC
+138.4%
-70.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.3% | -2.4% | +0.7% |
| 7D | -1.7% | +3.3% | -5.0% | -2.0% |
| 30D | -0.8% | -9.4% | +8.6% | -0.1% |
| 3M | +9.4% | -10.5% | +19.9% | +10.2% |
| 6M | +17.5% | -10.4% | +27.9% | +18.0% |
| YTD | +43.8% | +34.4% | +9.4% | +35.1% |
| 1Y | +41.9% | +27.7% | +14.2% | +34.2% |
| All | +67.9% | +138.4% | -70.5% | +34.0% |
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