+41.0%
CVX vs AG
+24.7%
+16.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.9% | +6.1% | -0.2% |
| 7D | -6.2% | +6.0% | -12.2% | -5.8% |
| 30D | -0.4% | -13.5% | +13.2% | -1.0% |
| 3M | +9.3% | -20.7% | +30.0% | +8.2% |
| 6M | +18.4% | -31.5% | +49.9% | +17.2% |
| YTD | +42.5% | -10.1% | +52.6% | +40.5% |
| 1Y | +41.0% | +26.0% | +15.0% | +37.6% |
| All | +41.0% | +24.7% | +16.3% | +37.6% |
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