+40.6%
CVX vs WING
-58.1%
+98.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.0% | -5.3% | +0.8% |
| 7D | +2.6% | +7.2% | -4.6% | +2.8% |
| 30D | +9.8% | +4.8% | +5.0% | +10.0% |
| 3M | +16.2% | -23.7% | +39.9% | +15.4% |
| 6M | +13.6% | -43.6% | +57.2% | +11.9% |
| YTD | +44.4% | -50.6% | +94.9% | +42.4% |
| 1Y | +40.6% | -57.0% | +97.6% | +35.8% |
| All | +40.6% | -58.1% | +98.7% | +35.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling