+214.5%
CVX vs ADI
+631.6%
-417.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +2.5% |
| 7D | +3.4% | +9.5% | -6.0% | +0.3% |
| 30D | -1.0% | -1.4% | +0.4% | -1.2% |
| 3M | +12.2% | +4.7% | +7.5% | +9.5% |
| 6M | +20.3% | -7.4% | +27.8% | +20.6% |
| YTD | +48.3% | +48.1% | +0.2% | +23.9% |
| 1Y | +46.9% | +69.6% | -22.7% | +16.3% |
| 3Y | +73.1% | +144.4% | -71.2% | +12.6% |
| 5Y | +135.2% | +134.1% | +1.1% | +49.5% |
| All | +214.5% | +631.6% | -417.1% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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