+41.6%
CVX vs APH
+48.2%
-6.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.4% |
| 7D | -0.6% | +0.2% | -0.8% | -0.6% |
| 30D | +13.4% | -3.3% | +16.8% | +13.1% |
| 3M | +11.8% | +14.0% | -2.2% | +13.1% |
| 6M | +12.4% | +24.4% | -12.0% | +15.0% |
| YTD | +41.5% | +21.4% | +20.1% | +43.4% |
| 1Y | +41.6% | +48.9% | -7.3% | +40.2% |
| All | +41.6% | +48.2% | -6.6% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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