+201.1%
CVX vs ALLY
+198.2%
+2.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.4% |
| 7D | -9.7% | +0.9% | -10.7% | -10.1% |
| 30D | +3.6% | +3.1% | +0.6% | +2.3% |
| 3M | +13.3% | -12.6% | +25.9% | +18.3% |
| 6M | +16.9% | -12.4% | +29.3% | +20.9% |
| YTD | +43.4% | -13.2% | +56.5% | +47.3% |
| 1Y | +44.5% | +1.8% | +42.7% | +39.5% |
| 3Y | +64.0% | +58.0% | +6.0% | +27.4% |
| 5Y | +126.4% | -8.4% | +134.9% | +107.5% |
| All | +201.1% | +198.2% | +2.9% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 10y: compounded portfolio wealth divided by compounded ALLY 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…
10y analysis · Full analysis span regression · 6 months rolling