+47.0%
CVX vs WU
-18.0%
+65.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +5.4% | -9.1% | -3.4% |
| 7D | -5.3% | +8.2% | -13.6% | -4.9% |
| 30D | +5.1% | +8.0% | -3.0% | +5.5% |
| 3M | +14.9% | -6.6% | +21.6% | +14.6% |
| 6M | +14.9% | -23.3% | +38.1% | +15.5% |
| YTD | +46.3% | -22.4% | +68.7% | +46.1% |
| 1Y | +47.0% | -18.0% | +65.0% | +46.5% |
| All | +47.0% | -18.0% | +65.0% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling