+109.8%
AAPL vs CVX
+172.5%
-62.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.7% |
| 7D | -3.0% | +1.0% | -3.9% | -3.2% |
| 30D | +2.3% | +10.7% | -8.4% | -0.1% |
| 3M | +8.6% | +15.5% | -6.9% | +4.8% |
| 6M | +21.6% | +14.9% | +6.7% | +16.8% |
| YTD | +16.3% | +44.2% | -27.9% | +4.3% |
| 1Y | +35.1% | +43.5% | -8.5% | +21.1% |
| 3Y | +79.4% | +45.0% | +34.4% | +58.8% |
| 5Y | +109.8% | +172.2% | -62.3% | +60.8% |
| All | +109.8% | +172.5% | -62.6% | +60.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling