+7.0%
WMT vs CVX
+37.2%
-30.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.1% |
| 7D | +3.9% | +3.3% | +0.6% | +3.8% |
| 30D | -4.4% | +12.9% | -17.3% | -4.8% |
| 3M | -8.8% | +11.7% | -20.5% | -9.7% |
| 6M | -15.6% | +14.1% | -29.8% | -16.6% |
| YTD | -3.2% | +40.7% | -43.9% | -4.7% |
| 1Y | +7.0% | +37.5% | -30.5% | +5.5% |
| All | +7.0% | +37.2% | -30.1% | +5.5% |
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