+41.0%
CVX vs AMBA
-34.6%
+75.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.1% |
| 7D | -6.2% | -2.6% | -3.6% | -6.3% |
| 30D | -0.4% | -10.5% | +10.1% | -0.9% |
| 3M | +9.3% | -26.4% | +35.7% | +7.6% |
| 6M | +18.4% | -20.9% | +39.3% | +18.1% |
| YTD | +42.5% | -14.8% | +57.3% | +44.4% |
| 1Y | +41.0% | -36.1% | +77.1% | +40.4% |
| All | +41.0% | -34.6% | +75.7% | +40.4% |
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