+401.2%
AMD vs CVX
+71.3%
+329.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.4% | +4.4% | +5.8% |
| 7D | +44.7% | +1.6% | +43.1% | +44.6% |
| 30D | -3.3% | -0.6% | -2.7% | -3.3% |
| 3M | +21.2% | +11.0% | +10.2% | +20.0% |
| 6M | +30.6% | +18.4% | +12.1% | +28.0% |
| YTD | +173.3% | +45.9% | +127.4% | +137.4% |
| 1Y | +126.1% | +46.7% | +79.4% | +95.8% |
| All | +401.2% | +71.3% | +329.8% | +336.6% |
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