+33.9%
AAPL vs CVX
+37.2%
-3.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.7% |
| 7D | +0.1% | +3.3% | -3.3% | +0.6% |
| 30D | +3.0% | +12.9% | -9.9% | +5.1% |
| 3M | +2.9% | +11.7% | -8.8% | +4.7% |
| 6M | +22.1% | +14.1% | +8.0% | +23.7% |
| YTD | +18.0% | +40.7% | -22.7% | +19.5% |
| 1Y | +33.9% | +37.5% | -3.6% | +34.1% |
| All | +33.9% | +37.2% | -3.2% | +34.1% |
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 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