+214.5%
CVX vs APTV
-27.4%
+241.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | +3.4% | -1.7% | +5.2% | +3.9% |
| 30D | -1.0% | -11.6% | +10.6% | +2.3% |
| 3M | +12.2% | -21.2% | +33.4% | +19.5% |
| 6M | +20.3% | -28.5% | +48.9% | +29.2% |
| YTD | +48.3% | -49.1% | +97.4% | +74.9% |
| 1Y | +46.9% | -52.2% | +99.1% | +76.6% |
| 3Y | +73.1% | -48.6% | +121.7% | +93.5% |
| 5Y | +135.2% | -77.3% | +212.5% | +240.2% |
| All | +214.5% | -27.4% | +241.9% | +174.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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