+48.0%
CVX vs FND
-50.0%
+98.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +1.9% |
| 7D | +1.0% | -0.8% | +1.7% | +1.0% |
| 30D | +10.7% | -19.6% | +30.2% | +11.4% |
| 3M | +15.5% | -4.3% | +19.8% | +14.9% |
| 6M | +14.9% | -20.4% | +35.3% | +16.3% |
| YTD | +44.2% | -21.9% | +66.1% | +45.7% |
| 1Y | +43.5% | -45.2% | +88.7% | +51.6% |
| All | +48.0% | -50.0% | +98.1% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 3y: compounded portfolio wealth divided by compounded FND 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…
3y analysis · Full analysis span regression · 6 months rolling