+198.5%
CVX vs AMC
-97.7%
+296.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.2% |
| 7D | -9.7% | +2.6% | -12.3% | -9.8% |
| 30D | +3.6% | +9.0% | -5.4% | +3.4% |
| 3M | +13.3% | +22.2% | -8.8% | +12.6% |
| 6M | +16.9% | +91.5% | -74.6% | +14.4% |
| YTD | +43.4% | +101.3% | -57.9% | +39.9% |
| 1Y | +44.5% | +20.8% | +23.7% | +42.6% |
| 3Y | +64.0% | -71.3% | +135.3% | +65.1% |
| 5Y | +126.4% | -99.2% | +225.7% | +141.6% |
| 10Y | +209.4% | -98.7% | +308.1% | +185.2% |
| All | +198.5% | -97.7% | +296.2% | +132.4% |
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 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