+47.0%
CVX vs CDE
+0.7%
+46.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +8.7% | -12.4% | -3.0% |
| 7D | -5.3% | +1.1% | -6.4% | -5.1% |
| 30D | +5.1% | -14.5% | +19.6% | +4.3% |
| 3M | +14.9% | -10.1% | +25.0% | +15.0% |
| 6M | +14.9% | -16.9% | +31.7% | +15.0% |
| YTD | +46.3% | -18.1% | +64.5% | +43.8% |
| 1Y | +47.0% | +5.6% | +41.4% | +43.4% |
| All | +47.0% | +0.7% | +46.3% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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