+166.0%
CVX vs APO
+134.3%
+31.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.8% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | +13.4% | +3.9% | +9.6% | +12.4% |
| 3M | +11.8% | +3.8% | +8.1% | +10.5% |
| 6M | +12.4% | +22.3% | -9.8% | +6.7% |
| YTD | +41.5% | -7.8% | +49.3% | +42.7% |
| 1Y | +41.6% | -0.3% | +41.9% | +39.5% |
| 3Y | +42.2% | +57.1% | -14.9% | +21.0% |
| 5Y | +166.0% | +137.0% | +29.0% | +87.8% |
| All | +166.0% | +134.3% | +31.6% | +87.8% |
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