+219.2%
CVX vs WING
+407.7%
-188.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.0% | -5.3% | +0.1% |
| 7D | +2.6% | +7.2% | -4.6% | +2.0% |
| 30D | +9.8% | +4.8% | +5.0% | +9.2% |
| 3M | +16.2% | -23.7% | +39.9% | +18.5% |
| 6M | +13.6% | -43.6% | +57.2% | +18.6% |
| YTD | +44.4% | -50.6% | +94.9% | +51.9% |
| 1Y | +40.6% | -57.0% | +97.6% | +49.6% |
| 3Y | +48.2% | -28.3% | +76.5% | +40.2% |
| 5Y | +172.3% | -32.4% | +204.7% | +153.3% |
| All | +219.2% | +407.7% | -188.5% | +103.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling