+417.4%
WDC vs CVX
+37.2%
+380.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.3% | +7.2% | +5.0% |
| 7D | +1.7% | +3.3% | -1.6% | +4.2% |
| 30D | -10.0% | +12.9% | -22.8% | -1.8% |
| 3M | -18.8% | +11.7% | -30.5% | -9.9% |
| 6M | +79.0% | +14.1% | +64.9% | +99.3% |
| YTD | +171.6% | +40.7% | +130.9% | +230.0% |
| 1Y | +417.4% | +37.5% | +379.9% | +505.1% |
| All | +417.4% | +37.2% | +380.2% | +505.1% |
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