+70.3%
CVX vs AFRM
+195.9%
-125.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.9% | +4.4% | +1.5% |
| 7D | +1.6% | -5.5% | +7.1% | +1.8% |
| 30D | -0.6% | -15.5% | +14.8% | -0.2% |
| 3M | +11.0% | -10.3% | +21.3% | +11.2% |
| 6M | +18.4% | +0.6% | +17.8% | +17.7% |
| YTD | +45.9% | -11.5% | +57.5% | +45.8% |
| 1Y | +46.7% | -16.6% | +63.3% | +47.0% |
| All | +70.3% | +195.9% | -125.6% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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