+198.8%
CVX vs AMBA
+4.3%
+194.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.4% |
| 7D | -6.2% | -2.6% | -3.6% | -6.0% |
| 30D | -0.4% | -10.5% | +10.1% | +0.6% |
| 3M | +9.3% | -26.4% | +35.7% | +12.4% |
| 6M | +18.4% | -20.9% | +39.3% | +18.4% |
| YTD | +42.5% | -14.8% | +57.3% | +40.0% |
| 1Y | +41.0% | -36.1% | +77.1% | +43.1% |
| 3Y | +67.5% | +20.2% | +47.3% | +49.2% |
| 5Y | +126.1% | -67.2% | +193.3% | +127.4% |
| 10Y | +198.8% | +5.0% | +193.8% | +113.8% |
| All | +198.8% | +4.3% | +194.4% | +113.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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