+1,033.6%
CVX vs WTW
+1,094.8%
-61.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.6% | +5.5% | +3.2% |
| 7D | +1.0% | -7.1% | +8.1% | +3.6% |
| 30D | +10.7% | -8.5% | +19.2% | +14.1% |
| 3M | +15.5% | +20.6% | -5.1% | +7.3% |
| 6M | +14.9% | +7.2% | +7.7% | +10.6% |
| YTD | +44.2% | -3.9% | +48.1% | +43.5% |
| 1Y | +43.5% | -3.6% | +47.1% | +42.4% |
| 3Y | +45.0% | +60.7% | -15.7% | +16.4% |
| 5Y | +172.2% | +42.2% | +130.0% | +125.1% |
| 10Y | +221.9% | +195.5% | +26.4% | +102.5% |
| All | +1,033.6% | +1,094.8% | -61.2% | +431.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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