+43.5%
CVX vs CAPR
+35.4%
+8.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.6% | +6.5% | +1.9% |
| 7D | +1.0% | -12.6% | +13.6% | +1.0% |
| 30D | +10.7% | +124.4% | -113.8% | +10.4% |
| 3M | +15.5% | -66.8% | +82.3% | +15.6% |
| 6M | +14.9% | -71.8% | +86.7% | +15.0% |
| YTD | +44.2% | -70.1% | +114.3% | +44.3% |
| 1Y | +43.5% | +33.3% | +10.2% | +42.4% |
| All | +43.5% | +35.4% | +8.1% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling