+366.0%
WDC vs CVX
+42.2%
+323.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -2.6% |
| 7D | -4.3% | +2.6% | -6.9% | -2.6% |
| 30D | -1.5% | +9.8% | -11.3% | +5.3% |
| 3M | -15.5% | +16.2% | -31.7% | -3.6% |
| 6M | +66.5% | +13.6% | +52.8% | +85.7% |
| YTD | +159.9% | +44.4% | +115.5% | +222.5% |
| 1Y | +366.0% | +40.6% | +325.4% | +438.6% |
| All | +366.0% | +42.2% | +323.8% | +438.6% |
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