+14.9%
CVX vs AZO
-20.9%
+35.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.4% | +3.3% | +1.8% |
| 7D | +1.0% | -0.8% | +1.8% | +0.9% |
| 30D | +10.7% | -5.1% | +15.8% | +10.4% |
| 3M | +15.5% | -7.2% | +22.7% | +15.0% |
| 6M | +14.9% | -20.7% | +35.6% | +11.4% |
| All | +14.9% | -20.9% | +35.8% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 6mo: compounded portfolio wealth divided by compounded AZO 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…
6mo analysis · Full analysis span regression · 6 months rolling