+166.0%
CVX vs WMB
+282.7%
-116.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | -0.6% |
| 7D | -0.6% | +0.8% | -1.4% | -1.0% |
| 30D | +13.4% | +7.7% | +5.7% | +8.7% |
| 3M | +11.8% | +6.7% | +5.1% | +7.4% |
| 6M | +12.4% | +3.6% | +8.8% | +9.6% |
| YTD | +41.5% | +28.0% | +13.5% | +22.1% |
| 1Y | +41.6% | +37.6% | +4.0% | +16.4% |
| 3Y | +42.2% | +149.0% | -106.8% | -27.2% |
| 5Y | +166.0% | +285.3% | -119.3% | -0.8% |
| All | +166.0% | +282.7% | -116.7% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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