+167.0%
CVX vs AEM
+306.3%
-139.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.5% |
| 7D | +2.6% | -2.1% | +4.8% | +2.8% |
| 30D | +9.8% | +8.4% | +1.4% | +9.0% |
| 3M | +16.2% | +27.3% | -11.1% | +13.8% |
| 6M | +13.6% | -9.7% | +23.3% | +14.7% |
| YTD | +44.4% | +19.0% | +25.4% | +39.9% |
| 1Y | +40.6% | +31.5% | +9.1% | +33.7% |
| 3Y | +48.2% | +338.7% | -290.5% | +11.2% |
| All | +167.0% | +306.3% | -139.3% | +101.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling