+40.8%
CVX vs APH
+15.1%
+25.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +8.2% | -9.1% | 0.0% |
| 7D | -7.5% | +1.1% | -8.5% | -7.2% |
| 30D | -0.6% | -7.5% | +6.9% | -1.3% |
| 3M | +14.0% | -4.4% | +18.4% | +13.7% |
| 6M | +18.1% | +26.5% | -8.3% | +21.6% |
| YTD | +42.2% | +20.0% | +22.1% | +45.9% |
| All | +40.8% | +15.1% | +25.7% | +44.2% |
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