+237.6%
CVX vs WING
+405.9%
-168.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.2% |
| 7D | +3.3% | -3.9% | +7.2% | +3.7% |
| 30D | +12.9% | -11.6% | +24.5% | +14.0% |
| 3M | +11.7% | -24.2% | +35.9% | +14.2% |
| 6M | +14.1% | -54.1% | +68.2% | +22.5% |
| YTD | +40.7% | -53.9% | +94.6% | +50.0% |
| 1Y | +37.5% | -64.4% | +101.9% | +50.4% |
| 3Y | +43.9% | -30.2% | +74.1% | +36.2% |
| 5Y | +161.5% | -34.1% | +195.6% | +141.7% |
| 10Y | +215.1% | +342.1% | -127.0% | +86.7% |
| All | +237.6% | +405.9% | -168.3% | +87.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling