+198.8%
CVX vs ALLY
+182.8%
+15.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +1.0% |
| 7D | -6.2% | -0.7% | -5.6% | -6.1% |
| 30D | -0.4% | +1.1% | -1.5% | -1.0% |
| 3M | +9.3% | -13.2% | +22.5% | +14.3% |
| 6M | +18.4% | -13.5% | +31.9% | +23.0% |
| YTD | +42.5% | -14.3% | +56.7% | +47.0% |
| 1Y | +41.0% | -1.1% | +42.2% | +37.6% |
| 3Y | +67.5% | +62.0% | +5.5% | +28.7% |
| 5Y | +126.1% | -9.6% | +135.8% | +108.1% |
| 10Y | +198.8% | +176.0% | +22.8% | +58.3% |
| All | +198.8% | +182.8% | +15.9% | +58.3% |
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