+18.4%
CVX vs APO
-5.7%
+24.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.7% | +1.3% |
| 7D | +1.6% | +3.5% | -1.9% | +2.1% |
| 30D | -0.6% | +4.4% | -5.0% | +0.4% |
| 3M | +11.0% | -12.1% | +23.1% | +10.2% |
| 6M | +18.4% | -7.2% | +25.7% | +18.5% |
| All | +18.4% | -5.7% | +24.2% | +18.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling