+41.6%
CVX vs ALLY
+5.0%
+36.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.3% | +3.9% | +0.1% |
| 7D | -0.6% | +1.0% | -1.6% | -0.4% |
| 30D | +13.4% | -3.3% | +16.7% | +12.9% |
| 3M | +11.8% | +0.5% | +11.4% | +11.9% |
| 6M | +12.4% | +12.6% | -0.2% | +12.2% |
| YTD | +41.5% | -4.7% | +46.2% | +43.2% |
| 1Y | +41.6% | +5.2% | +36.4% | +40.3% |
| All | +41.6% | +5.0% | +36.6% | +40.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling