+1,182.5%
CVX vs WCC
+1,563.0%
-380.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +2.0% |
| 7D | +3.4% | +9.9% | -6.5% | +1.2% |
| 30D | -1.0% | -8.4% | +7.5% | +0.4% |
| 3M | +12.2% | -10.3% | +22.5% | +13.7% |
| 6M | +20.3% | -10.5% | +30.8% | +20.9% |
| YTD | +48.3% | +32.2% | +16.1% | +34.8% |
| 1Y | +46.9% | +25.5% | +21.4% | +34.9% |
| 3Y | +73.1% | +134.7% | -61.6% | +31.6% |
| 5Y | +135.2% | +139.9% | -4.7% | +70.4% |
| 10Y | +214.4% | +433.5% | -219.1% | +75.1% |
| All | +1,182.5% | +1,563.0% | -380.5% | +425.3% |
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 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