+37.5%
CVX vs FOXA
+9.1%
+28.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -1.2% |
| 7D | +3.3% | -4.0% | +7.3% | +3.5% |
| 30D | +12.9% | +12.0% | +0.9% | +12.3% |
| 3M | +11.7% | +0.3% | +11.5% | +12.2% |
| 6M | +14.1% | +12.5% | +1.7% | +14.6% |
| YTD | +40.7% | -9.6% | +50.3% | +40.5% |
| 1Y | +37.5% | +8.6% | +28.9% | +39.0% |
| All | +37.5% | +9.1% | +28.4% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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