+41.0%
CVX vs WELL
+32.5%
+8.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | -6.2% | +3.0% | -9.3% | -6.2% |
| 30D | -0.4% | +10.2% | -10.6% | -0.2% |
| 3M | +9.3% | +6.1% | +3.2% | +9.4% |
| 6M | +18.4% | +16.6% | +1.8% | +19.5% |
| YTD | +42.5% | +35.3% | +7.1% | +45.5% |
| 1Y | +41.0% | +31.5% | +9.6% | +43.1% |
| All | +41.0% | +32.5% | +8.6% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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