+219.2%
CVX vs AEE
+191.1%
+28.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.6% |
| 7D | +2.6% | -0.8% | +3.4% | +2.9% |
| 30D | +9.8% | -2.9% | +12.7% | +11.0% |
| 3M | +16.2% | -2.4% | +18.6% | +17.0% |
| 6M | +13.6% | -2.7% | +16.3% | +14.2% |
| YTD | +44.4% | +7.3% | +37.1% | +39.6% |
| 1Y | +40.6% | +7.5% | +33.0% | +35.6% |
| 3Y | +48.2% | +46.2% | +2.0% | +24.7% |
| 5Y | +172.3% | +39.7% | +132.6% | +130.5% |
| All | +219.2% | +191.1% | +28.0% | +129.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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