+42.1%
CVX vs AMBA
-1.0%
+43.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.3% |
| 7D | +3.3% | -11.0% | +14.3% | +3.7% |
| 30D | +12.9% | -23.2% | +36.0% | +13.8% |
| 3M | +11.7% | -12.7% | +24.4% | +11.5% |
| 6M | +14.1% | +11.2% | +2.9% | +11.5% |
| YTD | +40.7% | -11.2% | +51.9% | +39.3% |
| 1Y | +37.5% | -22.5% | +60.0% | +36.7% |
| All | +42.1% | -1.0% | +43.0% | +27.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling