+260.4%
CVX vs APO
+1,753.5%
-1,493.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.1% |
| 7D | +3.3% | -1.0% | +4.4% | +3.6% |
| 30D | +12.9% | +3.5% | +9.4% | +11.5% |
| 3M | +11.7% | +4.5% | +7.2% | +9.5% |
| 6M | +14.1% | +22.8% | -8.6% | +5.6% |
| YTD | +40.7% | -6.5% | +47.2% | +40.7% |
| 1Y | +37.5% | +0.8% | +36.7% | +33.4% |
| 3Y | +43.9% | +62.0% | -18.0% | +14.6% |
| 5Y | +161.5% | +138.2% | +23.2% | +74.6% |
| 10Y | +215.1% | +940.3% | -725.2% | +30.9% |
| All | +260.4% | +1,753.5% | -1,493.1% | +20.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling