+166.0%
CVX vs APA
+156.3%
+9.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | -0.1% |
| 7D | -0.6% | -1.7% | +1.1% | 0.0% |
| 30D | +13.4% | +15.7% | -2.3% | +7.1% |
| 3M | +11.8% | +16.5% | -4.6% | +5.0% |
| 6M | +12.4% | +35.1% | -22.7% | -0.8% |
| YTD | +41.5% | +82.2% | -40.7% | +10.9% |
| 1Y | +41.6% | +102.5% | -60.9% | +5.4% |
| 3Y | +42.2% | +10.3% | +31.9% | +28.7% |
| 5Y | +166.0% | +166.1% | -0.1% | +76.2% |
| All | +166.0% | +156.3% | +9.7% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 5y: compounded portfolio wealth divided by compounded APA 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…
5y analysis · Full analysis span regression · 6 months rolling