+4,790.9%
CVX vs APA
+905.9%
+3,885.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.6% | -2.6% | -0.3% |
| 7D | -1.7% | +5.1% | -6.8% | -3.5% |
| 30D | -0.8% | +0.3% | -1.1% | -1.1% |
| 3M | +9.4% | +15.6% | -6.3% | +3.4% |
| 6M | +17.5% | +28.9% | -11.4% | +6.5% |
| YTD | +43.8% | +96.6% | -52.7% | +10.8% |
| 1Y | +41.9% | +95.5% | -53.6% | +9.2% |
| 3Y | +69.1% | +41.8% | +27.3% | +39.1% |
| 5Y | +128.3% | +85.4% | +42.9% | +62.6% |
| 10Y | +204.9% | +4.5% | +200.4% | +92.5% |
| All | +4,790.9% | +905.9% | +3,885.1% | +1,512.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling