+4,942.5%
CVX vs WY
+612.4%
+4,330.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.1% |
| 7D | +3.4% | -0.8% | +4.2% | +3.7% |
| 30D | -1.0% | +10.1% | -11.1% | -4.4% |
| 3M | +12.2% | -15.4% | +27.6% | +17.8% |
| 6M | +20.3% | -8.3% | +28.6% | +22.3% |
| YTD | +48.3% | -9.8% | +58.1% | +50.7% |
| 1Y | +46.9% | -3.9% | +50.8% | +46.0% |
| 3Y | +73.1% | -23.3% | +96.4% | +82.5% |
| 5Y | +135.2% | -31.2% | +166.4% | +152.8% |
| 10Y | +214.4% | +5.5% | +208.8% | +181.6% |
| All | +4,942.5% | +612.4% | +4,330.1% | +2,850.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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