+40.2%
CVX vs ACN
-28.0%
+68.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.6% |
| 7D | +0.7% | -7.9% | +8.6% | +1.1% |
| 30D | +9.1% | -1.1% | +10.2% | +9.1% |
| 3M | +13.1% | +5.6% | +7.5% | +12.3% |
| 6M | +16.3% | -9.9% | +26.2% | +15.5% |
| YTD | +43.5% | -32.3% | +75.8% | +42.0% |
| 1Y | +40.2% | -25.3% | +65.5% | +39.0% |
| All | +40.2% | -28.0% | +68.1% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 1y: compounded portfolio wealth divided by compounded ACN 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…
1y analysis · Full analysis span regression · 6 months rolling