+8,919.3%
WMT vs CVX
+4,836.1%
+4,083.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | +0.1% | -0.6% | +0.7% | +0.3% |
| 30D | -5.0% | +13.4% | -18.4% | -7.6% |
| 3M | -11.3% | +11.8% | -23.1% | -13.6% |
| 6M | -13.8% | +12.4% | -26.2% | -16.3% |
| YTD | -4.2% | +41.5% | -45.7% | -11.8% |
| 1Y | +4.6% | +41.6% | -37.0% | -3.9% |
| 3Y | +100.5% | +42.2% | +58.2% | +82.0% |
| 5Y | +129.7% | +166.0% | -36.3% | +77.1% |
| 10Y | +423.4% | +207.2% | +216.2% | +267.2% |
| All | +8,919.3% | +4,836.1% | +4,083.2% | +2,363.3% |
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