+4,683.6%
CVX vs CCL
+813.5%
+3,870.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | +3.3% | -5.0% | +8.4% | +4.3% |
| 30D | +12.9% | -20.3% | +33.2% | +17.5% |
| 3M | +11.7% | -15.1% | +26.9% | +14.3% |
| 6M | +14.1% | -15.1% | +29.3% | +15.2% |
| YTD | +40.7% | -21.8% | +62.5% | +43.4% |
| 1Y | +37.5% | -24.8% | +62.3% | +40.4% |
| 3Y | +43.9% | +51.9% | -7.9% | +22.7% |
| 5Y | +161.5% | +4.0% | +157.4% | +121.5% |
| 10Y | +215.1% | -42.2% | +257.3% | +160.9% |
| All | +4,683.6% | +813.5% | +3,870.1% | +2,776.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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