+37.5%
CVX vs EXPD
+57.8%
-20.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.3% |
| 7D | +3.3% | -1.1% | +4.5% | +3.4% |
| 30D | +12.9% | +4.1% | +8.8% | +12.7% |
| 3M | +11.7% | +17.9% | -6.2% | +10.8% |
| 6M | +14.1% | +29.2% | -15.1% | +12.7% |
| YTD | +40.7% | +27.4% | +13.3% | +39.1% |
| 1Y | +37.5% | +56.8% | -19.3% | +33.6% |
| All | +37.5% | +57.8% | -20.3% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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