+167.0%
CVX vs AU
+686.2%
-519.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.6% |
| 7D | +2.6% | -4.3% | +6.9% | +2.8% |
| 30D | +9.8% | +7.3% | +2.5% | +9.4% |
| 3M | +16.2% | +26.3% | -10.1% | +14.6% |
| 6M | +13.6% | +1.8% | +11.9% | +13.1% |
| YTD | +44.4% | +26.8% | +17.6% | +40.2% |
| 1Y | +40.6% | +66.7% | -26.1% | +32.2% |
| 3Y | +48.2% | +579.1% | -530.9% | +13.7% |
| All | +167.0% | +686.2% | -519.3% | +111.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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