+162.6%
CVX vs WM
+52.1%
+110.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.0% |
| 7D | +3.3% | -0.3% | +3.6% | +3.4% |
| 30D | +12.9% | -2.4% | +15.3% | +13.6% |
| 3M | +11.7% | +0.4% | +11.3% | +11.5% |
| 6M | +14.1% | -9.5% | +23.6% | +16.8% |
| YTD | +40.7% | +0.5% | +40.2% | +40.3% |
| 1Y | +37.5% | -1.1% | +38.6% | +37.6% |
| 3Y | +43.9% | +46.0% | -2.1% | +28.5% |
| All | +162.6% | +52.1% | +110.5% | +129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 5y: compounded portfolio wealth divided by compounded WM 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…
5y analysis · Full analysis span regression · 6 months rolling