+44.5%
CVX vs APH
+7.8%
+36.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.1% | -4.3% | +0.3% |
| 7D | -9.7% | -5.9% | -3.8% | -10.2% |
| 30D | +3.6% | -14.8% | +18.4% | +2.0% |
| 3M | +13.3% | -12.4% | +25.8% | +12.1% |
| 6M | +16.9% | +8.1% | +8.8% | +18.7% |
| YTD | +43.4% | +10.9% | +32.4% | +45.8% |
| 1Y | +44.5% | +8.8% | +35.7% | +47.3% |
| All | +44.5% | +7.8% | +36.7% | +47.3% |
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