+172.2%
CVX vs WCC
+228.2%
-56.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +2.1% |
| 7D | +1.0% | +6.8% | -5.8% | 0.0% |
| 30D | +10.7% | -3.0% | +13.7% | +11.0% |
| 3M | +15.5% | +0.2% | +15.3% | +14.8% |
| 6M | +14.9% | +33.2% | -18.3% | +8.1% |
| YTD | +44.2% | +45.8% | -1.6% | +33.1% |
| 1Y | +43.5% | +68.4% | -24.9% | +28.3% |
| 3Y | +45.0% | +131.1% | -86.2% | +17.5% |
| 5Y | +172.2% | +225.6% | -53.5% | +89.3% |
| All | +172.2% | +228.2% | -56.0% | +89.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling