+1,435.3%
CVX vs AEE
+813.9%
+621.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.3% | -1.3% |
| 7D | +3.3% | +0.3% | +3.0% | +3.2% |
| 30D | +12.9% | -2.3% | +15.2% | +14.0% |
| 3M | +11.7% | +0.2% | +11.5% | +11.2% |
| 6M | +14.1% | -4.7% | +18.9% | +16.1% |
| YTD | +40.7% | +8.1% | +32.6% | +34.1% |
| 1Y | +37.5% | +8.5% | +28.9% | +30.5% |
| 3Y | +43.9% | +48.9% | -5.0% | +14.0% |
| 5Y | +161.5% | +39.9% | +121.5% | +109.9% |
| 10Y | +215.1% | +186.5% | +28.6% | +63.9% |
| All | +1,435.3% | +813.9% | +621.5% | +330.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling