+40.4%
CVX vs FIGR
+5.9%
+34.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +1.9% |
| 7D | +1.0% | +14.9% | -13.9% | +1.5% |
| 30D | +10.7% | +32.3% | -21.6% | +11.9% |
| 3M | +15.5% | +34.8% | -19.3% | +17.0% |
| 6M | +14.9% | +16.8% | -1.9% | +16.0% |
| YTD | +44.2% | -6.7% | +50.9% | +44.5% |
| All | +40.4% | +5.9% | +34.5% | +41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling