+1,161.9%
CVX vs WCC
+1,591.1%
-429.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +1.6% | +14.2% | -12.6% | -1.4% |
| 30D | -0.6% | -9.8% | +9.2% | +1.1% |
| 3M | +11.0% | -10.1% | +21.1% | +12.5% |
| 6M | +18.4% | -9.4% | +27.8% | +18.6% |
| YTD | +45.9% | +34.4% | +11.5% | +32.2% |
| 1Y | +46.7% | +23.3% | +23.4% | +35.3% |
| 3Y | +71.6% | +137.9% | -66.3% | +30.0% |
| 5Y | +131.4% | +144.0% | -12.5% | +67.0% |
| 10Y | +209.3% | +442.5% | -233.1% | +71.6% |
| All | +1,161.9% | +1,591.1% | -429.2% | +415.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling