+126.1%
CVX vs APA
+76.3%
+49.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.3% |
| 7D | -6.2% | -5.5% | -0.7% | -4.2% |
| 30D | -0.4% | -1.2% | +0.8% | 0.0% |
| 3M | +9.3% | +10.6% | -1.2% | +4.7% |
| 6M | +18.4% | +28.4% | -10.0% | +6.6% |
| YTD | +42.5% | +89.7% | -47.3% | +9.1% |
| 1Y | +41.0% | +90.6% | -49.5% | +7.5% |
| 3Y | +67.5% | +36.9% | +30.6% | +38.6% |
| 5Y | +126.1% | +83.2% | +42.9% | +64.8% |
| All | +126.1% | +76.3% | +49.8% | +64.8% |
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