+198.6%
CVX vs AMT
+116.9%
+81.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -7.5% | +0.4% | -7.8% | -7.6% |
| 30D | -0.6% | +3.7% | -4.3% | -1.6% |
| 3M | +14.0% | +10.7% | +3.2% | +10.7% |
| 6M | +18.1% | +9.3% | +8.9% | +14.8% |
| YTD | +42.2% | +10.9% | +31.2% | +36.9% |
| 1Y | +41.3% | +10.5% | +30.8% | +36.2% |
| 3Y | +68.3% | +15.5% | +52.8% | +55.2% |
| 5Y | +122.0% | -20.6% | +142.6% | +128.4% |
| 10Y | +198.6% | +124.5% | +74.0% | +148.6% |
| All | +198.6% | +116.9% | +81.7% | +148.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling