+4,683.6%
CVX vs WEC
+3,978.4%
+705.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.0% |
| 7D | +3.3% | -0.3% | +3.6% | +3.4% |
| 30D | +12.9% | -1.3% | +14.2% | +13.4% |
| 3M | +11.7% | -3.9% | +15.6% | +13.3% |
| 6M | +14.1% | -8.3% | +22.5% | +17.6% |
| YTD | +40.7% | +3.1% | +37.6% | +38.4% |
| 1Y | +37.5% | +1.9% | +35.6% | +35.7% |
| 3Y | +43.9% | +41.9% | +2.0% | +23.1% |
| 5Y | +161.5% | +30.8% | +130.7% | +127.3% |
| 10Y | +215.1% | +141.9% | +73.2% | +101.5% |
| All | +4,683.6% | +3,978.4% | +705.2% | +1,252.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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