+46.9%
CVX vs AMBA
-35.5%
+82.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.2% | +1.6% |
| 7D | +3.4% | +2.7% | +0.7% | +3.6% |
| 30D | -1.0% | -2.2% | +1.2% | -1.0% |
| 3M | +12.2% | -26.6% | +38.8% | +10.5% |
| 6M | +20.3% | -26.8% | +47.1% | +19.6% |
| YTD | +48.3% | -15.1% | +63.4% | +50.2% |
| 1Y | +46.9% | -32.3% | +79.2% | +47.6% |
| All | +46.9% | -35.5% | +82.4% | +47.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling