+1,435.3%
CVX vs AU
+789.2%
+646.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.8% |
| 7D | +1.0% | +0.6% | +0.3% | +0.9% |
| 30D | +10.7% | +12.3% | -1.6% | +8.9% |
| 3M | +15.5% | +29.4% | -13.9% | +11.1% |
| 6M | +14.9% | +3.2% | +11.7% | +12.6% |
| YTD | +44.2% | +31.8% | +12.4% | +35.9% |
| 1Y | +43.5% | +83.4% | -39.9% | +28.6% |
| 3Y | +45.0% | +623.1% | -578.1% | +4.4% |
| 5Y | +172.2% | +700.5% | -528.4% | +88.9% |
| 10Y | +221.9% | +717.6% | -495.7% | +103.8% |
| All | +1,435.3% | +789.2% | +646.1% | +737.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling