+44.6%
CVX vs FLEX
+27.1%
+17.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.8% | -2.8% | +1.3% |
| 7D | -1.7% | +2.2% | -3.9% | -1.4% |
| 30D | -0.8% | -32.6% | +31.8% | -4.1% |
| 3M | +9.4% | -35.5% | +44.9% | +5.6% |
| 6M | +17.5% | -45.6% | +63.1% | +12.6% |
| YTD | +43.8% | +30.7% | +13.1% | +46.1% |
| All | +44.6% | +27.1% | +17.5% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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