+991.6%
WDC vs CVX
+172.5%
+819.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +0.6% |
| 7D | +7.5% | +1.0% | +6.5% | +7.2% |
| 30D | +10.1% | +10.7% | -0.6% | +7.4% |
| 3M | -6.8% | +15.5% | -22.3% | -10.1% |
| 6M | +84.1% | +14.9% | +69.2% | +75.9% |
| YTD | +180.3% | +44.2% | +136.0% | +144.6% |
| 1Y | +411.1% | +43.5% | +367.6% | +345.1% |
| 3Y | +1,375.0% | +45.0% | +1,330.0% | +1,168.3% |
| 5Y | +991.6% | +172.2% | +819.4% | +579.4% |
| All | +991.6% | +172.5% | +819.1% | +579.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling