+162.6%
CVX vs APH
+350.9%
-188.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.4% |
| 7D | +3.3% | +5.0% | -1.6% | +2.8% |
| 30D | +12.9% | -3.9% | +16.8% | +13.3% |
| 3M | +11.7% | +13.0% | -1.3% | +9.4% |
| 6M | +14.1% | +25.2% | -11.0% | +9.6% |
| YTD | +40.7% | +22.9% | +17.8% | +33.8% |
| 1Y | +37.5% | +47.8% | -10.3% | +24.4% |
| 3Y | +43.9% | +283.0% | -239.1% | -3.8% |
| All | +162.6% | +350.9% | -188.3% | +57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling