+4,861.3%
CVX vs CCL
+1,045.8%
+3,815.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.4% | +5.8% | +2.2% |
| 7D | +1.6% | -0.3% | +1.9% | +1.6% |
| 30D | -0.6% | +10.3% | -11.0% | -2.7% |
| 3M | +11.0% | +6.6% | +4.4% | +8.9% |
| 6M | +18.4% | +20.0% | -1.6% | +12.6% |
| YTD | +45.9% | -1.9% | +47.8% | +41.7% |
| 1Y | +46.7% | +10.4% | +36.2% | +38.7% |
| 3Y | +71.6% | +134.8% | -63.2% | +34.3% |
| 5Y | +131.4% | +34.0% | +97.4% | +86.3% |
| 10Y | +209.3% | -32.5% | +241.8% | +147.3% |
| All | +4,861.3% | +1,045.8% | +3,815.5% | +2,743.7% |
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