+170.6%
CVX vs FTAI
+847.8%
-677.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | -0.3% |
| 7D | +0.7% | -9.7% | +10.4% | +1.2% |
| 30D | +9.1% | -20.0% | +29.1% | +10.3% |
| 3M | +13.1% | -20.1% | +33.1% | +13.9% |
| 6M | +16.3% | -33.3% | +49.5% | +17.9% |
| YTD | +43.5% | -8.0% | +51.5% | +40.7% |
| 1Y | +40.2% | +8.0% | +32.2% | +34.7% |
| 3Y | +44.2% | +413.4% | -369.2% | +7.5% |
| 5Y | +170.6% | +858.6% | -688.0% | +71.0% |
| All | +170.6% | +847.8% | -677.2% | +71.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling