+42.2%
CVX vs GE
+282.5%
-240.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.2% | +0.6% |
| 7D | -0.6% | +1.2% | -1.7% | -0.6% |
| 30D | +13.4% | -9.5% | +22.9% | +13.7% |
| 3M | +11.8% | +4.1% | +7.7% | +11.2% |
| 6M | +12.4% | +3.9% | +8.5% | +12.2% |
| YTD | +41.5% | +9.0% | +32.5% | +39.7% |
| 1Y | +41.6% | +21.9% | +19.7% | +36.9% |
| 3Y | +42.2% | +281.8% | -239.6% | +24.7% |
| All | +42.2% | +282.5% | -240.3% | +24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling