+113.2%
WDC vs CVX
+47.0%
+66.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -3.7% | -3.1% | -9.2% |
| 7D | -18.3% | -5.3% | -13.0% | -21.4% |
| 30D | -26.7% | +5.1% | -31.8% | -23.4% |
| 3M | -40.9% | +14.9% | -55.9% | -33.8% |
| 6M | -26.8% | +14.9% | -41.6% | -15.7% |
| YTD | +88.2% | +46.3% | +41.8% | +142.3% |
| 1Y | +113.2% | +47.0% | +66.2% | +176.1% |
| All | +113.2% | +47.0% | +66.2% | +176.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 CVX 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