+219.2%
CVX vs FTAI
+3,098.4%
-2,879.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.3% | -2.7% | +0.1% |
| 7D | +2.6% | -5.2% | +7.8% | +3.5% |
| 30D | +9.8% | -17.9% | +27.7% | +13.2% |
| 3M | +16.2% | -22.7% | +38.9% | +19.9% |
| 6M | +13.6% | -28.0% | +41.6% | +16.4% |
| YTD | +44.4% | -5.0% | +49.3% | +38.6% |
| 1Y | +40.6% | +10.4% | +30.2% | +29.5% |
| 3Y | +48.2% | +425.2% | -377.0% | -20.3% |
| 5Y | +172.3% | +890.3% | -718.1% | +13.6% |
| All | +219.2% | +3,098.4% | -2,879.2% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTAI.
Daily Out/Under-Performance
Portfolio return minus FTAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTAI 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 10y: compounded portfolio wealth divided by compounded FTAI 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…
10y analysis · Full analysis span regression · 6 months rolling