+217.2%
CVX vs GE
+151.9%
+65.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | +0.7% | -2.8% | +3.5% | +1.6% |
| 30D | +9.1% | -11.9% | +21.1% | +13.4% |
| 3M | +13.1% | +1.8% | +11.2% | +11.4% |
| 6M | +16.3% | -0.6% | +16.9% | +13.8% |
| YTD | +43.5% | +5.5% | +38.0% | +36.7% |
| 1Y | +40.2% | +15.0% | +25.2% | +28.8% |
| 3Y | +44.2% | +269.5% | -225.3% | -18.6% |
| 5Y | +170.6% | +422.4% | -251.8% | +28.7% |
| All | +217.2% | +151.9% | +65.4% | +60.9% |
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