+1,461.6%
CVX vs AGI
+5,381.0%
-3,919.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.7% |
| 7D | -0.6% | +4.4% | -5.0% | -0.9% |
| 30D | +13.4% | +10.0% | +3.5% | +12.5% |
| 3M | +11.8% | +1.7% | +10.1% | +11.3% |
| 6M | +12.4% | -26.8% | +39.2% | +14.3% |
| YTD | +41.5% | -5.3% | +46.8% | +40.4% |
| 1Y | +41.6% | +11.5% | +30.1% | +38.2% |
| 3Y | +42.2% | +212.9% | -170.7% | +26.1% |
| 5Y | +166.0% | +388.8% | -222.8% | +125.2% |
| 10Y | +207.2% | +383.6% | -176.4% | +147.7% |
| All | +1,461.6% | +5,381.0% | -3,919.4% | +936.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 all: compounded portfolio wealth divided by compounded AGI 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…
all analysis · Full analysis span regression · 6 months rolling