+167.9%
CVX vs FRSH
-72.5%
+240.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | +2.6% | -6.6% | +9.2% | +3.0% |
| 30D | +9.8% | +2.1% | +7.7% | +9.6% |
| 3M | +16.2% | +29.0% | -12.8% | +14.2% |
| 6M | +13.6% | +48.6% | -35.0% | +10.5% |
| YTD | +44.4% | -2.9% | +47.3% | +43.9% |
| 1Y | +40.6% | -7.9% | +48.5% | +40.5% |
| 3Y | +48.2% | -46.5% | +94.7% | +50.8% |
| All | +167.9% | -72.5% | +240.4% | +169.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling