+192.8%
CVX vs AMC
-98.1%
+290.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.3% | -5.6% | -1.4% |
| 7D | +3.3% | +2.3% | +1.0% | +3.3% |
| 30D | +12.9% | -0.7% | +13.6% | +12.8% |
| 3M | +11.7% | +35.2% | -23.5% | +10.5% |
| 6M | +14.1% | +124.6% | -110.4% | +11.2% |
| YTD | +40.7% | +69.9% | -29.2% | +37.9% |
| 1Y | +37.5% | -2.6% | +40.1% | +36.5% |
| 3Y | +43.9% | -79.8% | +123.7% | +45.7% |
| 5Y | +161.5% | -99.4% | +260.9% | +180.5% |
| 10Y | +215.1% | -98.9% | +314.0% | +190.1% |
| All | +192.8% | -98.1% | +290.9% | +129.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling