+219.2%
CVX vs AAL
-63.7%
+282.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | +0.4% |
| 7D | +2.6% | -0.9% | +3.5% | +2.8% |
| 30D | +9.8% | -12.9% | +22.7% | +12.4% |
| 3M | +16.2% | -11.2% | +27.4% | +17.6% |
| 6M | +13.6% | +17.8% | -4.2% | +7.6% |
| YTD | +44.4% | -15.1% | +59.5% | +45.1% |
| 1Y | +40.6% | +0.5% | +40.1% | +35.6% |
| 3Y | +48.2% | -7.7% | +55.9% | +38.4% |
| 5Y | +172.3% | -31.3% | +203.6% | +158.3% |
| All | +219.2% | -63.7% | +282.9% | +191.0% |
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