+4,082.1%
CVX vs APH
+61,451.9%
-57,369.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -47.8% | +49.0% | +10.6% |
| 7D | +4.4% | -48.7% | +53.1% | +14.5% |
| 30D | +12.9% | -51.9% | +64.8% | +25.3% |
| 3M | +11.7% | -43.6% | +55.3% | +19.1% |
| 6M | +14.1% | -37.5% | +51.7% | +18.0% |
| YTD | +40.7% | -38.6% | +79.3% | +44.6% |
| 1Y | +37.5% | -26.3% | +63.8% | +35.1% |
| 3Y | +43.9% | +89.2% | -45.3% | +12.5% |
| 5Y | +161.5% | +119.8% | +41.7% | +96.0% |
| 10Y | +215.1% | +454.3% | -239.1% | +97.7% |
| All | +4,082.1% | +61,451.9% | -57,369.8% | +1,678.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling