+4,803.1%
CVX vs CDE
-89.6%
+4,892.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.8% |
| 7D | +1.0% | -2.0% | +2.9% | +1.1% |
| 30D | +10.7% | +15.7% | -5.0% | +9.1% |
| 3M | +15.5% | +30.5% | -15.0% | +12.2% |
| 6M | +14.9% | -7.4% | +22.3% | +14.0% |
| YTD | +44.2% | +17.9% | +26.3% | +39.2% |
| 1Y | +43.5% | +46.7% | -3.2% | +34.9% |
| 3Y | +45.0% | +851.3% | -806.3% | +10.9% |
| 5Y | +172.2% | +202.9% | -30.8% | +123.3% |
| 10Y | +221.9% | +58.2% | +163.7% | +155.3% |
| All | +4,803.1% | -89.6% | +4,892.7% | +3,350.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling