+41.6%
CVX vs ALHC
-14.5%
+56.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.6% |
| 7D | -0.6% | -1.0% | +0.4% | -0.6% |
| 30D | +13.4% | -6.3% | +19.8% | +13.2% |
| 3M | +11.8% | -12.3% | +24.1% | +11.0% |
| 6M | +12.4% | -27.0% | +39.4% | +12.4% |
| YTD | +41.5% | -31.8% | +73.3% | +40.0% |
| 1Y | +41.6% | -17.0% | +58.6% | +38.5% |
| All | +41.6% | -14.5% | +56.1% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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