+131.4%
CVX vs APO
+78.6%
+52.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.7% | +1.7% |
| 7D | +1.6% | +3.5% | -1.9% | +1.0% |
| 30D | -0.6% | +4.4% | -5.0% | -1.6% |
| 3M | +11.0% | -12.1% | +23.1% | +13.3% |
| 6M | +18.4% | -7.2% | +25.7% | +19.2% |
| YTD | +45.9% | -15.1% | +61.0% | +49.1% |
| 1Y | +46.7% | -7.7% | +54.3% | +46.7% |
| 3Y | +71.6% | +49.6% | +22.0% | +46.9% |
| 5Y | +131.4% | +78.3% | +53.2% | +76.4% |
| All | +131.4% | +78.6% | +52.9% | +76.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling