+1,328.4%
WDC vs CVX
+43.5%
+1,284.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.4% |
| 7D | +4.4% | +0.7% | +3.7% | +4.4% |
| 30D | +5.3% | +9.1% | -3.8% | +5.0% |
| 3M | -5.9% | +13.1% | -19.0% | -5.7% |
| 6M | +73.2% | +16.3% | +57.0% | +70.7% |
| YTD | +167.8% | +43.5% | +124.4% | +146.7% |
| 1Y | +386.0% | +40.2% | +345.8% | +349.8% |
| All | +1,328.4% | +43.5% | +1,284.9% | +1,164.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling