+73.1%
CVX vs AEM
+301.1%
-228.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +3.4% | -6.8% | +10.3% | +3.1% |
| 30D | -1.0% | +0.8% | -1.8% | -0.8% |
| 3M | +12.2% | -0.8% | +13.0% | +12.3% |
| 6M | +20.3% | -8.5% | +28.9% | +21.0% |
| YTD | +48.3% | +5.9% | +42.4% | +47.3% |
| 1Y | +46.9% | +6.6% | +40.3% | +45.8% |
| 3Y | +73.1% | +302.2% | -229.1% | +49.0% |
| All | +73.1% | +301.1% | -228.0% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 3y: compounded portfolio wealth divided by compounded AEM 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…
3y analysis · Full analysis span regression · 6 months rolling