+64.0%
CVX vs C
+205.7%
-141.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.2% |
| 7D | -9.7% | -2.4% | -7.3% | -9.4% |
| 30D | +3.6% | -6.0% | +9.6% | +4.5% |
| 3M | +13.3% | -10.5% | +23.9% | +15.1% |
| 6M | +16.9% | -5.7% | +22.6% | +17.1% |
| YTD | +43.4% | +4.1% | +39.3% | +39.6% |
| 1Y | +44.5% | +20.5% | +24.0% | +34.5% |
| 3Y | +64.0% | +208.1% | -144.2% | +6.8% |
| All | +64.0% | +205.7% | -141.8% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 3y: compounded portfolio wealth divided by compounded C 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…
3y analysis · Full analysis span regression · 6 months rolling