+41.6%
CVX vs ALB
+59.9%
-18.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | +0.6% |
| 7D | -0.6% | -4.4% | +3.8% | -0.6% |
| 30D | +13.4% | -1.2% | +14.6% | +13.5% |
| 3M | +11.8% | -13.3% | +25.1% | +12.1% |
| 6M | +12.4% | -19.8% | +32.2% | +12.9% |
| YTD | +41.5% | -7.9% | +49.4% | +41.9% |
| 1Y | +41.6% | +60.2% | -18.5% | +39.9% |
| All | +41.6% | +59.9% | -18.3% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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