+205.1%
CVX vs A
+309.8%
-104.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | -1.7% | -0.1% | -1.6% | -1.7% |
| 30D | -0.8% | +3.3% | -4.1% | -2.0% |
| 3M | +9.4% | +18.5% | -9.1% | +3.0% |
| 6M | +17.5% | +59.3% | -41.8% | -0.8% |
| YTD | +43.8% | +31.0% | +12.8% | +29.1% |
| 1Y | +41.9% | +19.3% | +22.6% | +31.6% |
| 3Y | +69.1% | +66.8% | +2.3% | +31.9% |
| 5Y | +128.3% | +15.5% | +112.8% | +102.9% |
| All | +205.1% | +309.8% | -104.7% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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