+47.0%
CVX vs AMC
+38.0%
+9.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +7.3% | -11.0% | -3.3% |
| 7D | -5.3% | +17.7% | -23.1% | -4.5% |
| 30D | +5.1% | +26.2% | -21.1% | +6.4% |
| 3M | +14.9% | +31.3% | -16.4% | +16.8% |
| 6M | +14.9% | +142.8% | -127.9% | +21.6% |
| YTD | +46.3% | +125.6% | -79.3% | +54.4% |
| 1Y | +47.0% | +40.2% | +6.8% | +53.4% |
| All | +47.0% | +38.0% | +9.0% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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