+41.0%
CVX vs APD
+22.2%
+18.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -6.2% | -0.2% | -6.0% | -6.2% |
| 30D | -0.4% | +11.0% | -11.4% | -2.3% |
| 3M | +9.3% | +1.3% | +8.0% | +8.9% |
| 6M | +18.4% | +6.4% | +12.0% | +17.3% |
| YTD | +42.5% | +28.9% | +13.5% | +34.0% |
| 1Y | +41.0% | +23.2% | +17.8% | +33.0% |
| All | +41.0% | +22.2% | +18.8% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling