+172.2%
CVX vs AEIS
+238.7%
-66.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.0% | +2.0% |
| 7D | +1.0% | +6.5% | -5.5% | +0.4% |
| 30D | +10.7% | -9.2% | +19.8% | +11.3% |
| 3M | +15.5% | -8.3% | +23.8% | +15.1% |
| 6M | +14.9% | -6.3% | +21.2% | +12.9% |
| YTD | +44.2% | +36.5% | +7.7% | +33.2% |
| 1Y | +43.5% | +84.8% | -41.2% | +25.0% |
| 3Y | +45.0% | +176.6% | -131.6% | +13.8% |
| 5Y | +172.2% | +237.1% | -64.9% | +98.6% |
| All | +172.2% | +238.7% | -66.6% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 5y: compounded portfolio wealth divided by compounded AEIS 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…
5y analysis · Full analysis span regression · 6 months rolling