+221.9%
CVX vs COO
+36.7%
+185.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.2% | +8.1% | +3.8% |
| 7D | +1.0% | -9.0% | +9.9% | +3.7% |
| 30D | +10.7% | -16.8% | +27.5% | +16.8% |
| 3M | +15.5% | -7.5% | +23.0% | +17.6% |
| 6M | +14.9% | -16.3% | +31.2% | +20.2% |
| YTD | +44.2% | -22.5% | +66.8% | +54.6% |
| 1Y | +43.5% | -7.0% | +50.5% | +43.9% |
| 3Y | +45.0% | -27.5% | +72.4% | +52.5% |
| 5Y | +172.2% | -43.3% | +215.5% | +209.8% |
| 10Y | +221.9% | +37.6% | +184.3% | +188.4% |
| All | +221.9% | +36.7% | +185.2% | +188.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded COO 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling