+1,396.1%
CVX vs AMT
+1,431.6%
-35.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.2% |
| 7D | -9.7% | +0.5% | -10.3% | -9.8% |
| 30D | +3.6% | +13.6% | -10.0% | +1.9% |
| 3M | +13.3% | +11.5% | +1.9% | +11.6% |
| 6M | +16.9% | +6.9% | +10.0% | +15.6% |
| YTD | +43.4% | +10.8% | +32.6% | +40.9% |
| 1Y | +44.5% | +10.3% | +34.2% | +42.0% |
| 3Y | +64.0% | +12.4% | +51.6% | +59.4% |
| 5Y | +126.4% | -20.1% | +146.5% | +127.9% |
| 10Y | +209.4% | +116.8% | +92.5% | +176.5% |
| All | +1,396.1% | +1,431.6% | -35.5% | +936.6% |
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 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