+1,367.9%
CVX vs AMT
+1,311.4%
+56.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.2% |
| 7D | +3.3% | -0.2% | +3.6% | +3.4% |
| 30D | +12.9% | +4.6% | +8.3% | +12.2% |
| 3M | +11.7% | -8.4% | +20.2% | +12.9% |
| 6M | +14.1% | -6.0% | +20.2% | +14.8% |
| YTD | +40.7% | +2.1% | +38.6% | +39.8% |
| 1Y | +37.5% | -6.4% | +43.9% | +38.1% |
| 3Y | +43.9% | +8.1% | +35.9% | +40.5% |
| 5Y | +161.5% | -31.9% | +193.4% | +168.8% |
| 10Y | +215.1% | +97.1% | +118.0% | +185.3% |
| All | +1,367.9% | +1,311.4% | +56.6% | +928.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling