+4,683.6%
CVX vs WMB
+5,535.5%
-851.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | +3.3% | +0.6% | +2.8% | +3.2% |
| 30D | +12.9% | +3.3% | +9.6% | +12.0% |
| 3M | +11.7% | +3.1% | +8.6% | +10.8% |
| 6M | +14.1% | -0.7% | +14.9% | +14.1% |
| YTD | +40.7% | +25.2% | +15.5% | +33.5% |
| 1Y | +37.5% | +32.9% | +4.6% | +28.6% |
| 3Y | +43.9% | +140.6% | -96.6% | +17.3% |
| 5Y | +161.5% | +273.5% | -112.0% | +94.8% |
| 10Y | +215.1% | +334.2% | -119.1% | +126.5% |
| All | +4,683.6% | +5,535.5% | -851.9% | +1,887.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling