+721.0%
CVX vs WPM
+5,967.5%
-5,246.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.1% |
| 7D | +3.3% | +1.1% | +2.3% | +3.1% |
| 30D | +12.9% | +26.4% | -13.5% | +8.2% |
| 3M | +11.7% | +20.8% | -9.1% | +7.3% |
| 6M | +14.1% | +1.1% | +13.0% | +12.0% |
| YTD | +40.7% | +32.5% | +8.2% | +30.8% |
| 1Y | +37.5% | +51.5% | -14.0% | +24.1% |
| 3Y | +43.9% | +267.0% | -223.1% | +8.4% |
| 5Y | +161.5% | +250.1% | -88.7% | +95.8% |
| 10Y | +215.1% | +540.4% | -325.2% | +98.2% |
| All | +721.0% | +5,967.5% | -5,246.5% | +169.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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