+47.0%
CVX vs AG
+29.4%
+17.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +9.1% | -12.8% | -3.1% |
| 7D | -5.3% | -2.6% | -2.7% | -5.4% |
| 30D | +5.1% | -12.1% | +17.2% | +4.5% |
| 3M | +14.9% | -6.6% | +21.5% | +15.0% |
| 6M | +14.9% | -20.5% | +35.3% | +14.6% |
| YTD | +46.3% | -7.4% | +53.8% | +44.1% |
| 1Y | +47.0% | +33.4% | +13.6% | +42.3% |
| All | +47.0% | +29.4% | +17.7% | +42.3% |
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