+565.7%
AMZN vs CVX
+222.5%
+343.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.8% |
| 7D | -0.7% | +2.6% | -3.3% | -1.2% |
| 30D | -3.9% | +9.8% | -13.8% | -5.7% |
| 3M | +6.3% | +16.2% | -9.9% | +3.0% |
| 6M | +20.8% | +13.6% | +7.1% | +17.0% |
| YTD | +11.2% | +44.4% | -33.1% | +2.1% |
| 1Y | +11.7% | +40.6% | -28.9% | +3.0% |
| 3Y | +79.4% | +48.2% | +31.3% | +62.3% |
| 5Y | +48.0% | +172.3% | -124.2% | +18.5% |
| All | +565.7% | +222.5% | +343.2% | +446.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling