+37.5%
CVX vs EXE
+3.1%
+34.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.0% |
| 7D | +3.3% | -0.3% | +3.6% | +3.4% |
| 30D | +12.9% | +8.5% | +4.4% | +10.7% |
| 3M | +11.7% | +5.5% | +6.3% | +10.2% |
| 6M | +14.1% | -5.9% | +20.0% | +14.8% |
| YTD | +40.7% | -9.7% | +50.4% | +42.5% |
| 1Y | +37.5% | +3.6% | +33.9% | +33.3% |
| All | +37.5% | +3.1% | +34.4% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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