+37.5%
CVX vs AG
+125.2%
-87.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -1.4% |
| 7D | +3.3% | +1.0% | +2.3% | +3.4% |
| 30D | +12.9% | +19.2% | -6.3% | +14.0% |
| 3M | +11.7% | +6.2% | +5.6% | +12.7% |
| 6M | +14.1% | -26.7% | +40.8% | +15.0% |
| YTD | +40.7% | +26.1% | +14.6% | +41.2% |
| 1Y | +37.5% | +131.7% | -94.2% | +40.0% |
| All | +37.5% | +125.2% | -87.7% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling