+214.5%
CVX vs AAL
-68.3%
+282.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.8% |
| 7D | +3.4% | -0.1% | +3.5% | +3.3% |
| 30D | -1.0% | +11.7% | -12.7% | -3.2% |
| 3M | +12.2% | -12.5% | +24.7% | +14.1% |
| 6M | +20.3% | +3.6% | +16.7% | +17.1% |
| YTD | +48.3% | -14.1% | +62.4% | +47.9% |
| 1Y | +46.9% | +0.8% | +46.1% | +41.5% |
| 3Y | +73.1% | +11.8% | +61.3% | +54.6% |
| 5Y | +135.2% | -35.1% | +170.3% | +126.2% |
| All | +214.5% | -68.3% | +282.8% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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