+130.0%
CVX vs AEIS
+142.3%
-12.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.0% | +5.6% | +1.9% |
| 7D | +3.4% | +11.5% | -8.1% | +2.6% |
| 30D | -1.0% | -15.8% | +14.8% | -0.1% |
| 3M | +12.2% | -33.3% | +45.5% | +14.9% |
| 6M | +20.3% | -35.2% | +55.5% | +22.6% |
| YTD | +48.3% | +5.0% | +43.3% | +39.2% |
| 1Y | +46.9% | +8.5% | +38.4% | +37.0% |
| 3Y | +73.1% | +152.9% | -79.8% | +35.0% |
| All | +130.0% | +142.3% | -12.3% | +74.9% |
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