+219.2%
CVX vs APO
+945.2%
-726.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.3% |
| 7D | +2.6% | -3.5% | +6.1% | +3.8% |
| 30D | +9.8% | -6.6% | +16.4% | +12.0% |
| 3M | +16.2% | -3.3% | +19.5% | +16.6% |
| 6M | +13.6% | +22.6% | -9.0% | +4.4% |
| YTD | +44.4% | -9.8% | +54.2% | +46.2% |
| 1Y | +40.6% | -3.9% | +44.5% | +38.3% |
| 3Y | +48.2% | +52.5% | -4.3% | +16.9% |
| 5Y | +172.3% | +134.0% | +38.3% | +71.2% |
| All | +219.2% | +945.2% | -726.1% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling