+4,942.5%
CVX vs WEC
+4,464.3%
+478.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.3% |
| 7D | +3.4% | +2.3% | +1.1% | +2.5% |
| 30D | -1.0% | +11.1% | -12.0% | -5.0% |
| 3M | +12.2% | +8.4% | +3.7% | +8.5% |
| 6M | +20.3% | +7.5% | +12.8% | +16.6% |
| YTD | +48.3% | +15.3% | +33.0% | +39.5% |
| 1Y | +46.9% | +9.7% | +37.2% | +40.8% |
| 3Y | +73.1% | +64.7% | +8.4% | +39.8% |
| 5Y | +135.2% | +57.3% | +78.0% | +90.2% |
| 10Y | +214.4% | +195.9% | +18.5% | +85.2% |
| All | +4,942.5% | +4,464.3% | +478.2% | +1,262.7% |
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