+45.0%
AAPL vs CVX
+42.2%
+2.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.8% |
| 7D | +3.8% | +2.6% | +1.2% | +4.2% |
| 30D | +9.9% | +9.8% | +0.1% | +11.5% |
| 3M | +12.5% | +16.2% | -3.7% | +15.0% |
| 6M | +27.6% | +13.6% | +14.0% | +29.7% |
| YTD | +22.6% | +44.4% | -21.8% | +23.1% |
| 1Y | +45.0% | +40.6% | +4.4% | +45.2% |
| All | +45.0% | +42.2% | +2.8% | +45.2% |
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