+225.5%
CRWD vs CVX
+169.1%
+56.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | -3.0% | +2.6% | -5.6% | -3.5% |
| 30D | -6.8% | +9.8% | -16.6% | -8.7% |
| 3M | +19.6% | +16.2% | +3.4% | +15.6% |
| 6M | +87.1% | +13.6% | +73.5% | +81.1% |
| YTD | +76.4% | +44.4% | +32.0% | +60.5% |
| 1Y | +90.8% | +40.6% | +50.2% | +74.5% |
| 3Y | +380.0% | +48.2% | +331.8% | +327.9% |
| All | +225.5% | +169.1% | +56.5% | +202.3% |
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