+172.2%
CVX vs WU
-51.4%
+223.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.0% |
| 7D | +1.0% | -4.9% | +5.9% | +1.7% |
| 30D | +10.7% | -1.3% | +11.9% | +10.8% |
| 3M | +15.5% | -3.6% | +19.1% | +15.1% |
| 6M | +14.9% | -24.3% | +39.2% | +19.9% |
| YTD | +44.2% | -21.1% | +65.3% | +48.8% |
| 1Y | +43.5% | -10.3% | +53.8% | +43.4% |
| 3Y | +45.0% | -28.4% | +73.3% | +50.3% |
| 5Y | +172.2% | -51.2% | +223.4% | +210.4% |
| All | +172.2% | -51.4% | +223.6% | +210.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling