+172.2%
CVX vs APTV
-69.9%
+242.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.7% | +4.6% | +2.3% |
| 7D | +1.0% | -1.2% | +2.1% | +1.1% |
| 30D | +10.7% | -10.6% | +21.3% | +12.3% |
| 3M | +15.5% | -35.0% | +50.5% | +22.1% |
| 6M | +14.9% | -38.9% | +53.8% | +22.4% |
| YTD | +44.2% | -41.5% | +85.7% | +54.2% |
| 1Y | +43.5% | -45.8% | +89.3% | +55.3% |
| 3Y | +45.0% | -55.7% | +100.7% | +58.5% |
| 5Y | +172.2% | -70.1% | +242.3% | +195.7% |
| All | +172.2% | -69.9% | +242.0% | +195.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling