+209.5%
CVX vs GE
+149.4%
+60.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.5% | +4.9% | +2.5% |
| 7D | +1.6% | +5.1% | -3.5% | -0.1% |
| 30D | -0.6% | +7.6% | -8.2% | -3.3% |
| 3M | +11.0% | -9.3% | +20.3% | +13.7% |
| 6M | +18.4% | +11.5% | +6.9% | +12.1% |
| YTD | +45.9% | +7.9% | +38.1% | +37.3% |
| 1Y | +46.7% | +7.6% | +39.0% | +37.8% |
| 3Y | +71.6% | +265.9% | -194.3% | -2.6% |
| 5Y | +131.4% | +405.9% | -274.5% | +11.5% |
| All | +209.5% | +149.4% | +60.1% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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