+47.0%
CVX vs COST
+12.8%
+34.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.7% | -6.4% | -4.0% |
| 7D | -5.3% | +6.6% | -12.0% | -6.2% |
| 30D | +5.1% | +13.5% | -8.4% | +3.0% |
| 3M | +14.9% | +10.6% | +4.4% | +13.2% |
| 6M | +14.9% | +3.6% | +11.2% | +14.7% |
| YTD | +46.3% | +22.1% | +24.3% | +42.7% |
| 1Y | +47.0% | +11.9% | +35.1% | +43.6% |
| All | +47.0% | +12.8% | +34.2% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 COST 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