+4,046.1%
CVX vs AZO
+41,812.3%
-37,766.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | +0.7% | -2.9% | +3.6% | +1.3% |
| 30D | +9.1% | -5.3% | +14.4% | +10.2% |
| 3M | +13.1% | -7.3% | +20.4% | +14.4% |
| 6M | +16.3% | -22.7% | +38.9% | +21.6% |
| YTD | +43.5% | -15.0% | +58.5% | +46.9% |
| 1Y | +40.2% | -32.2% | +72.4% | +49.8% |
| 3Y | +44.2% | +10.0% | +34.2% | +38.6% |
| 5Y | +170.6% | +85.8% | +84.8% | +130.9% |
| 10Y | +220.3% | +298.9% | -78.5% | +133.6% |
| All | +4,046.1% | +41,812.3% | -37,766.2% | +1,624.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling