+4,711.1%
CVX vs WY
+676.8%
+4,034.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.0% |
| 7D | -0.6% | -2.1% | +1.5% | +0.1% |
| 30D | +13.4% | -10.5% | +23.9% | +17.5% |
| 3M | +11.8% | -4.9% | +16.7% | +13.1% |
| 6M | +12.4% | -4.9% | +17.4% | +13.1% |
| YTD | +41.5% | -1.7% | +43.2% | +40.5% |
| 1Y | +41.6% | -9.4% | +51.0% | +44.1% |
| 3Y | +42.2% | -22.3% | +64.5% | +50.0% |
| 5Y | +166.0% | -20.5% | +186.5% | +173.4% |
| 10Y | +207.2% | +4.9% | +202.3% | +175.8% |
| All | +4,711.1% | +676.8% | +4,034.3% | +2,651.3% |
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