+40.6%
CVX vs FIGR
-3.1%
+43.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.6% | +5.3% | +0.4% |
| 7D | +2.6% | -3.0% | +5.6% | +2.5% |
| 30D | +9.8% | +13.7% | -3.8% | +10.4% |
| 3M | +16.2% | +23.9% | -7.7% | +17.4% |
| 6M | +13.6% | -8.4% | +22.0% | +14.4% |
| YTD | +44.4% | -14.6% | +59.0% | +44.2% |
| 1Y | +40.6% | +12.1% | +28.5% | +40.9% |
| All | +40.6% | -3.1% | +43.7% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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