+48.0%
CVX vs APTV
-56.4%
+104.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.7% | +4.6% | +2.1% |
| 7D | +1.0% | -1.2% | +2.1% | +1.0% |
| 30D | +10.7% | -10.6% | +21.3% | +11.7% |
| 3M | +15.5% | -35.0% | +50.5% | +19.8% |
| 6M | +14.9% | -38.9% | +53.8% | +20.5% |
| YTD | +44.2% | -41.5% | +85.7% | +51.7% |
| 1Y | +43.5% | -45.8% | +89.3% | +52.5% |
| All | +48.0% | -56.4% | +104.4% | +50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling