+61.4%
AMAT vs CVX
+47.0%
+14.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.7% | +0.4% | -5.5% |
| 7D | -11.2% | -5.3% | -5.9% | -14.1% |
| 30D | -31.9% | +5.1% | -37.0% | -29.2% |
| 3M | -32.3% | +14.9% | -47.3% | -25.0% |
| 6M | -5.4% | +14.9% | -20.3% | +7.3% |
| YTD | +44.3% | +46.3% | -2.1% | +64.9% |
| 1Y | +61.4% | +47.0% | +14.3% | +85.0% |
| All | +61.4% | +47.0% | +14.4% | +85.0% |
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