+37.5%
CVX vs FRSH
-3.3%
+40.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.7% | +3.4% | -1.3% |
| 7D | +3.3% | -8.2% | +11.5% | +3.4% |
| 30D | +12.9% | +10.5% | +2.4% | +12.8% |
| 3M | +11.7% | +32.7% | -21.0% | +11.8% |
| 6M | +14.1% | +50.3% | -36.1% | +14.3% |
| YTD | +40.7% | +3.9% | +36.8% | +39.6% |
| 1Y | +37.5% | -2.2% | +39.6% | +35.6% |
| All | +37.5% | -3.3% | +40.8% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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