+40.6%
CVX vs WCN
-9.1%
+49.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | +2.6% | -3.1% | +5.7% | +3.2% |
| 30D | +9.8% | -3.4% | +13.2% | +10.5% |
| 3M | +16.2% | +3.0% | +13.2% | +15.7% |
| 6M | +13.6% | -3.8% | +17.4% | +14.2% |
| YTD | +44.4% | -8.3% | +52.7% | +44.9% |
| 1Y | +40.6% | -9.7% | +50.3% | +40.9% |
| All | +40.6% | -9.1% | +49.7% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1y: compounded portfolio wealth divided by compounded WCN 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…
1y analysis · Full analysis span regression · 6 months rolling