+17,845.4%
WDC vs CVX
+4,807.9%
+13,037.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.3% | +7.2% | +6.5% |
| 7D | +1.7% | +3.3% | -1.6% | 0.0% |
| 30D | -10.0% | +12.9% | -22.8% | -15.4% |
| 3M | -18.8% | +11.7% | -30.5% | -23.9% |
| 6M | +79.0% | +14.1% | +64.9% | +63.6% |
| YTD | +171.6% | +40.7% | +130.9% | +121.5% |
| 1Y | +417.4% | +37.5% | +379.9% | +324.7% |
| 3Y | +1,251.8% | +43.9% | +1,207.9% | +965.5% |
| 5Y | +911.7% | +161.5% | +750.2% | +468.7% |
| 10Y | +1,399.6% | +215.1% | +1,184.5% | +649.9% |
| All | +17,845.4% | +4,807.9% | +13,037.5% | +3,486.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling