+67.5%
CVX vs A
+68.9%
-1.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.3% |
| 7D | -6.2% | +1.4% | -7.6% | -6.4% |
| 30D | -0.4% | +4.3% | -4.7% | -0.8% |
| 3M | +9.3% | +19.8% | -10.5% | +7.1% |
| 6M | +18.4% | +54.4% | -36.0% | +12.1% |
| YTD | +42.5% | +31.7% | +10.7% | +38.5% |
| 1Y | +41.0% | +22.4% | +18.6% | +39.0% |
| 3Y | +67.5% | +67.7% | -0.2% | +55.7% |
| All | +67.5% | +68.9% | -1.3% | +55.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling