+172.2%
CVX vs WCN
+27.0%
+145.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.2% |
| 7D | +1.0% | -1.7% | +2.7% | +1.4% |
| 30D | +10.7% | -3.0% | +13.6% | +11.5% |
| 3M | +15.5% | +2.5% | +12.9% | +14.6% |
| 6M | +14.9% | -5.7% | +20.6% | +16.3% |
| YTD | +44.2% | -7.4% | +51.7% | +46.5% |
| 1Y | +43.5% | -8.6% | +52.1% | +46.2% |
| 3Y | +45.0% | +19.4% | +25.6% | +36.0% |
| 5Y | +172.2% | +27.2% | +144.9% | +149.0% |
| All | +172.2% | +27.0% | +145.1% | +149.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling