+331.1%
AMD vs CVX
+43.1%
+288.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.3% | +6.0% | +4.8% |
| 7D | +2.6% | +3.3% | -0.8% | +2.3% |
| 30D | -0.9% | +12.9% | -13.8% | -1.9% |
| 3M | -8.7% | +11.7% | -20.4% | -9.1% |
| 6M | +136.3% | +14.1% | +122.2% | +130.4% |
| YTD | +123.0% | +40.7% | +82.3% | +99.7% |
| 1Y | +195.2% | +37.5% | +157.7% | +166.4% |
| All | +331.1% | +43.1% | +288.0% | +279.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling